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⚲
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| Ullmann Wealth Partners Group LLC
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|
|---|---|
| CRD # | 316697 |
| SEC # | 801-122769 |
| CIK # | 0001697725 |
| AUM | $1.3 B (2026-03-10) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 904-280-3700 |
| Address | 1540 The Greens Way Jacksonville Beach, FL 32250 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 103.5 |
| (b) Individuals (high net worth individuals) | 304 | 1,145.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,605 | 1,254.2 |
| By Discretionary | ||
| Discretionary | 1,596 | 1,246.2 |
| Non-Discretionary | 9 | 8.0 |
| Total | 1,605 | 1,254.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,254.2 | |
| Total | 1,605 | 1,254.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697725] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Armstrong Fleming & Moore Inc
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|
DC | 1.3 |
|
Granite Bay Wealth Management LLC
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|
NH | 1.3 |
|
Association Financial Services Inc
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UT | 1.3 |
|
Brookwood Investment Group LLC
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AZ | 1.3 |
|
Northwest Financial Advisors LLC
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VA | 1.2 |
|
KPP Advisory Services LLC
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|
KY | 1.2 |
|
Opal Wealth Advisors LLC
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|
NY | 1.2 |
|
Wealth Dimensions Group Ltd
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|
OH | 1.2 |
|
Great Waters Wealth Management
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|
MN | 1.2 |
|
KWB Wealth
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CA | 1.2 |