Ullmann Wealth Partners

RIASEC Registered
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
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, LLC-structured registered investment adviser that registered with the SEC in 2021. The firm acts as a capital allocator for individual, family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of third-party advisers, and educational seminars. Its fee model combines a percentage-of-AUM schedule with hourly charges, and it also engages in other financial product sales. The firm is not an active ESG investor. Ullmann Wealth Partners was recognized by Forbes in its America's Top RIA Firms list in 2023 and again in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 90

Active vs passive

$1.1B in ETFs

Passive

64%

$690M

Active

36%

$393M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$203M264,72118.71%

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth