ULLMANN WEALTH PARTNERS

Overview

Ullmann Wealth Partners is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals, families and institutional clients. The firm combines financial planning and portfolio management services with adviser selection and educational programming, and it operates under a percentage-of-AUM fee model supplemented by hourly charges for certain engagements. Ullmann takes a multi-sleeve approach to discretionary portfolio mandates, using public funds heavily while also allocating to third‑party alternative managers and annuity products where appropriate for client objectives. The firm received recognition from Forbes as one of America’s Top RIA Firms in 2023 and again among Top RIA Firms in 2024. Investment activity is concentrated in liquid public funds and ETFs with selective use of external managers for alternatives. Ullmann reports acting as a broker-dealer affiliate and maintains relationships across accounting, legal, insurance and real estate professionals to support more complex client needs. The adviser does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices