|
⚲
|
| Keyboard |
| Ullmann Wealth Partners Group LLC
✚
|
|
|---|---|
| CRD # | 316697 |
| SEC # | 801-122769 |
| CIK # | 0001697725 |
| AUM | 1,254.2 M (2026-03-10) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 904-280-3700 |
| Address | 1540 The Greens Way Jacksonville Beach, FL 32250 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.4 | ||
| Nvidia Corp | 5.6 | ||
| Microsoft Corp | 5.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 103.5 |
| (b) Individuals (high net worth individuals) | 304 | 1,145.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,605 | 1,254.2 |
| By Discretionary | ||
| Discretionary | 1,596 | 1,246.2 |
| Non-Discretionary | 9 | 8.0 |
| Total | 1,605 | 1,254.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,254.2 | |
| Total | 1,605 | 1,254.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697725] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Armstrong Fleming & Moore Inc
✚
|
DC | 1,272.7 M |
|
Granite Bay Wealth Management LLC
✚
|
NH | 1,269.6 M |
|
Association Financial Services Inc
✚
|
UT | 1,265.6 M |
|
Brookwood Investment Group LLC
✚
|
AZ | 1,252.4 M |
|
Northwest Financial Advisors LLC
✚
|
VA | 1,244.0 M |
|
KPP Advisory Services LLC
✚
|
KY | 1,241.0 M |
|
Opal Wealth Advisors LLC
✚
|
NY | 1,238.2 M |
|
Wealth Dimensions Group Ltd
✚
|
OH | 1,235.2 M |
|
Great Waters Wealth Management
✚
|
MN | 1,235.1 M |
|
KWB Wealth
✚
|
CA | 1,234.6 M |