Ullmann Wealth Partners

Ullmann Wealth Partners (CRD# 316697) is a financial advisory firm headquartered in Jacksonville Beach, FL. They manage $877,117,003 in 1,282 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1540 The Greens Way, Jacksonville Beach, FL 32250
https://www.linkedin.com/company/ullmann-financial-group/
By the Numbers
  • Total Assets Under Management
    877
    MILLION
  • Total Number of Accounts
    1,282
    ACCOUNTS
  • Average Account Value
    $684,179
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IN, NC, SC, TX, VA

Financial Advisors at Ullmann Wealth Partners
Showing 1 - 2 of 2 top financial advisors.
1
Carrie King, financial advisor Jacksonville Beach FL
Carrie King
CRD#: 6877985
1540 The Greens Way, Jacksonville Beach, FL 32250

Carrie King (CRD# 6877985) is an Investment Advisor Representative working at Ullmann Wealth Partners in Jacksonville Beach, FL and has over 6 years of experience in the finance industry.

2
Glenn Ullmann, financial advisor Jacksonville Beach FL
Glenn M. Ullmann
CRD#: 2349085
1540 The Greens Way, Jacksonville Beach, FL 32250

Glenn Ullmann (CRD# 2349085) is an Investment Advisor Representative working at Ullmann Wealth Partners in Jacksonville Beach, FL and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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