Ullmann Wealth Partners

RIASEC RegisteredEst. 2021
Total AUM
$1.3B
Discretionary
$1.2B
99% of AUM
Avg account
$781K
Accounts
1,605
Employees
13
Advisory reps
8

Firm details

Headquarters
Jacksonville Beach, Florida
CRD number
316697
Registered since
November 26, 2021
Website
www.ullmannwealthpartners.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI91.34%
  • Individuals8.26%
  • Corporations / Businesses0.4%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ullmann Wealth Partners is an independent, SEC-registered Registered Investment Adviser organized as an LLC and operating since 2021. The firm serves both individuals and institutional clients and describes itself as a capital allocator; its advisory services include financial planning, discretionary portfolio management for individuals and businesses, manager selection, and educational workshops. Fee arrangements include percentage-of-AUM billing as well as hourly charges. The firm lists a range of business affiliations — including relationships with broker-dealers, insurance companies, accounting and law firms, and sponsors or managers of pooled investment vehicles — and also identifies activities outside pure advisory work (notably as an “other financial product” salesperson). Ullmann Wealth Partners was named to Forbes’ Top RIA Firms lists in both 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 16%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Carrie King

    Carrie King

    Partner & Chief Compliance OfficerCRD 6877985

Contacts

3 of 7
  • Mclain Johnson

    Mclain Johnson

    Wealth AdvisorCRD 7248346

  • Will Haga

    Wealth AdvisorCRD 8287943

  • John Gunn

    John Gunn

    PartnerCRD 3236809

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 89

Active vs passive

$1.1B in ETFs

Passive

64%

$693M

Active

35%

$386M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$202M269,86518.72%
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Location

Primary office

Jacksonville Beach, FL

Duval

Location

Jacksonville Beach, FL

Headquartered in Jacksonville Beach, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
1540 The Greens Way
Time zone
ET (UTC-5)
Office locations

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