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 11 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 16 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 19 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 3 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 24 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.