JACKSONVILLE BEACH, FLCRD 316697Latest ADV March 10, 2026
Ullmann Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jacksonville Beach, FL. Its latest Form ADV filing, dated March 10, 2026, reports $1.3B in regulatory assets under management, 13 employees, 2 offices, and 1,605 accounts.
Assets Under Management
$1.3B
Employees
13
Offices
2 offices
Total Clients
531
Primary office
JACKSONVILLE BEACH, FL
1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, United States
Top client segmentHNWI represent 57.3% of total clients.
Top client categories% of clientsClients
1
HNWI
57.3%
304
2
Individuals
42.4%
225
3
Corporations
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 10, 2026
Discretionary99.4%
$1.2B
99% of total RAUM99.4%
Non-discretionary0.6%
$8M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts1,605
10Y AUM Change+$1.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee41:1
10Y Employee Change+2 (+18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.