Ullmann Brown Wealth Advisors

Ullmann Brown Wealth Advisors (CRD# 123748) is a financial advisory firm headquartered in Jacksonville Beach, FL. They manage $300,033,014 in 1,215 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    1,215
    ACCOUNTS
  • Average Account Value
    $246,941
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, SC, VA

Financial Advisors at Ullmann Brown Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Melynda S. Angioi
CRD#: 2972880
1540 The Greens Way, Jacksonville Beach, FL 32250
93
Wealthminder
score

Melynda Angioi (CRD# 2972880) is an Investment Advisor Representative working at Ullmann Brown Wealth Advisors in Jacksonville Beach, FL and has over 10 years of experience in the finance industry.

2
Deanna A. Brown
CRD#: 4268868
5000 Sawgrass Circle, Suite 25, Ponte Vedra Beach, FL 32082
93
Wealthminder
score

Deanna Brown (CRD# 4268868) is an Investment Advisor Representative working at Ullmann Brown Wealth Advisors in Ponte Vedra Beach, FL and has over 15 years of experience in the finance industry.

3
Brian G. James
CRD#: 3121560
1540 The Greens Way, Jacksonville Beach, FL 32250
93
Wealthminder
score

Brian James (CRD# 3121560) is an Investment Advisor Representative working at Ullmann Brown Wealth Advisors in Jacksonville Beach, FL and has over 18 years of experience in the finance industry.

4
Patrick J. Kilbane
CRD#: 6273088
1540 The Greens Way, Jacksonville Beach, FL 32250
89
Wealthminder
score

Patrick Kilbane (CRD# 6273088) is an Investment Advisor Representative working at Ullmann Brown Wealth Advisors in Jacksonville Beach, FL and has over 2 years of experience in the finance industry.

5
Glenn M. Ullmann
CRD#: 2349085
5000 Sawgrass Circle, Suite 25, Ponte Vedra Beach, FL 32082
71
Wealthminder
score

Glenn Ullmann (CRD# 2349085) is an Investment Advisor Representative working at Ullmann Brown Wealth Advisors in Ponte Vedra Beach, FL and has over 23 years of experience in the finance industry.

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