THE ULLMANN FINANCIAL GROUP, INC.
Legal name: ULLMANN WEALTH PARTNERS
CRD #123748 SEC #801-61563 JACKSONVILLE BEACH, FL 904-280-3700
SEC Registered
Total AUM
$582.2M
Discretionary
$575.1M
Employees
10
Clients
251
Accounts
812
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2021 | $582.2M | $575.1M | $7.1M | 10 | 0 |
| Jun 2021 | $582.2M | $575.1M | $7.1M | 10 | 0 |
| Mar 2021 | $582.2M | $575.1M | $7.1M | 10 | 0 |
| Nov 2020 | $491M | $487.6M | $3.4M | 10 | 8 |
| Oct 2020 | $491M | $487.6M | $3.4M | 10 | 8 |
| May 2020 | $491M | $487.6M | $3.4M | 10 | 8 |
| May 2020 | $491M | $487.6M | $3.4M | 10 | 8 |
| Mar 2020 | $491M | $487.6M | $3.4M | 10 | 8 |
| Oct 2019 | $386M | $376.9M | $9.1M | 11 | 7 |
| Mar 2019 | $386M | $376.9M | $9.1M | 11 | 7 |
| Jan 2019 | $422.6M | $357.3M | $65.3M | 7 | 7 |
| Dec 2018 | $422.6M | $357.3M | $65.3M | 7 | 7 |
| Jul 2018 | $422.6M | $357.3M | $65.3M | 7 | 7 |
| Jun 2018 | $422.6M | $357.3M | $65.3M | 7 | 7 |
| Apr 2018 | $422.6M | $357.3M | $65.3M | 7 | 7 |
| Feb 2018 | $422.6M | $357.3M | $65.3M | 7 | 7 |
| Aug 2017 | $296M | $256M | $40M | 6 | 400 |
| Feb 2017 | $296M | $256M | $40M | 6 | 400 |
| Jul 2016 | $300M | $4.4M | $295.6M | 6 | 400 |
| Mar 2016 | $300M | $4.4M | $295.6M | 6 | 400 |
| Feb 2016 | $300M | $4.4M | $295.6M | 6 | 400 |
| Oct 2015 | $218.2M | $3M | $215.2M | 7 | 400 |
| Aug 2015 | $218.2M | $3M | $215.2M | 7 | 400 |
| Jul 2015 | $218.2M | $3M | $215.2M | 7 | 400 |
| May 2015 | $218.2M | $3M | $215.2M | 7 | 400 |
| Feb 2015 | $218.2M | $3M | $215.2M | 7 | 400 |
| Oct 2014 | $173.7M | $4.9M | $168.7M | 8 | 200 |
| May 2014 | $173.7M | $4.9M | $168.7M | 8 | 200 |
| Mar 2014 | $173.7M | $4.9M | $168.7M | 8 | 200 |
| Jan 2014 | $173.7M | $4.9M | $168.7M | 8 | 200 |
| Oct 2013 | $137M | $4.4M | $132.6M | 7 | 200 |
| Feb 2013 | $137M | $4.4M | $132.6M | 7 | 200 |
| Feb 2013 | $137M | $4.4M | $132.6M | 7 | 200 |
| Mar 2012 | $118.6M | $700K | $117.9M | 6 | 200 |
| Jun 2011 | $81M | $4.5M | $76.5M | 10 | -- |
| Jun 2011 | $81M | $4.5M | $76.5M | 5 | -- |
| Apr 2011 | $81M | $4.5M | $76.5M | 5 | -- |
| Mar 2011 | $81M | $4.5M | $76.5M | 5 | -- |
| Jan 2007 | $29.4M | $3.6M | $25.8M | 5 | -- |
| Dec 2006 | $26.1M | $2.7M | $23.4M | 5 | -- |
| Nov 2006 | $26.1M | $2.7M | $23.4M | 5 | -- |
| Mar 2006 | $60M | $10M | $50M | 5 | -- |
| Nov 2005 | $63.5M | $8.5M | $55M | 5 | -- |
| Feb 2005 | $63.5M | $8.5M | $55M | 5 | -- |
DateDec 2021
Total AUM$582.2M
Discretionary$575.1M
Non-Disc.$7.1M
Employees10
Clients0
DateJun 2021
Total AUM$582.2M
Discretionary$575.1M
Non-Disc.$7.1M
Employees10
Clients0
DateMar 2021
Total AUM$582.2M
Discretionary$575.1M
Non-Disc.$7.1M
Employees10
Clients0
DateNov 2020
Total AUM$491M
Discretionary$487.6M
Non-Disc.$3.4M
Employees10
Clients8
DateOct 2020
Total AUM$491M
Discretionary$487.6M
Non-Disc.$3.4M
Employees10
Clients8
DateMay 2020
Total AUM$491M
Discretionary$487.6M
Non-Disc.$3.4M
Employees10
Clients8
DateMay 2020
Total AUM$491M
Discretionary$487.6M
Non-Disc.$3.4M
Employees10
Clients8
DateMar 2020
Total AUM$491M
Discretionary$487.6M
Non-Disc.$3.4M
Employees10
Clients8
DateOct 2019
Total AUM$386M
Discretionary$376.9M
Non-Disc.$9.1M
Employees11
Clients7
DateMar 2019
Total AUM$386M
Discretionary$376.9M
Non-Disc.$9.1M
Employees11
Clients7
DateJan 2019
Total AUM$422.6M
Discretionary$357.3M
Non-Disc.$65.3M
Employees7
Clients7
DateDec 2018
Total AUM$422.6M
Discretionary$357.3M
Non-Disc.$65.3M
Employees7
Clients7
DateJul 2018
Total AUM$422.6M
Discretionary$357.3M
Non-Disc.$65.3M
Employees7
Clients7
DateJun 2018
Total AUM$422.6M
Discretionary$357.3M
Non-Disc.$65.3M
Employees7
Clients7
DateApr 2018
Total AUM$422.6M
Discretionary$357.3M
Non-Disc.$65.3M
Employees7
Clients7
DateFeb 2018
Total AUM$422.6M
Discretionary$357.3M
Non-Disc.$65.3M
Employees7
Clients7
DateAug 2017
Total AUM$296M
Discretionary$256M
Non-Disc.$40M
Employees6
Clients400
DateFeb 2017
Total AUM$296M
Discretionary$256M
Non-Disc.$40M
Employees6
Clients400
DateJul 2016
Total AUM$300M
Discretionary$4.4M
Non-Disc.$295.6M
Employees6
Clients400
DateMar 2016
Total AUM$300M
Discretionary$4.4M
Non-Disc.$295.6M
Employees6
Clients400
DateFeb 2016
Total AUM$300M
Discretionary$4.4M
Non-Disc.$295.6M
Employees6
Clients400
DateOct 2015
Total AUM$218.2M
Discretionary$3M
Non-Disc.$215.2M
Employees7
Clients400
DateAug 2015
Total AUM$218.2M
Discretionary$3M
Non-Disc.$215.2M
Employees7
Clients400
DateJul 2015
Total AUM$218.2M
Discretionary$3M
Non-Disc.$215.2M
Employees7
Clients400
DateMay 2015
Total AUM$218.2M
Discretionary$3M
Non-Disc.$215.2M
Employees7
Clients400
DateFeb 2015
Total AUM$218.2M
Discretionary$3M
Non-Disc.$215.2M
Employees7
Clients400
DateOct 2014
Total AUM$173.7M
Discretionary$4.9M
Non-Disc.$168.7M
Employees8
Clients200
DateMay 2014
Total AUM$173.7M
Discretionary$4.9M
Non-Disc.$168.7M
Employees8
Clients200
DateMar 2014
Total AUM$173.7M
Discretionary$4.9M
Non-Disc.$168.7M
Employees8
Clients200
DateJan 2014
Total AUM$173.7M
Discretionary$4.9M
Non-Disc.$168.7M
Employees8
Clients200
DateOct 2013
Total AUM$137M
Discretionary$4.4M
Non-Disc.$132.6M
Employees7
Clients200
DateFeb 2013
Total AUM$137M
Discretionary$4.4M
Non-Disc.$132.6M
Employees7
Clients200
DateFeb 2013
Total AUM$137M
Discretionary$4.4M
Non-Disc.$132.6M
Employees7
Clients200
DateMar 2012
Total AUM$118.6M
Discretionary$700K
Non-Disc.$117.9M
Employees6
Clients200
DateJun 2011
Total AUM$81M
Discretionary$4.5M
Non-Disc.$76.5M
Employees10
Clients--
DateJun 2011
Total AUM$81M
Discretionary$4.5M
Non-Disc.$76.5M
Employees5
Clients--
DateApr 2011
Total AUM$81M
Discretionary$4.5M
Non-Disc.$76.5M
Employees5
Clients--
DateMar 2011
Total AUM$81M
Discretionary$4.5M
Non-Disc.$76.5M
Employees5
Clients--
DateJan 2007
Total AUM$29.4M
Discretionary$3.6M
Non-Disc.$25.8M
Employees5
Clients--
DateDec 2006
Total AUM$26.1M
Discretionary$2.7M
Non-Disc.$23.4M
Employees5
Clients--
DateNov 2006
Total AUM$26.1M
Discretionary$2.7M
Non-Disc.$23.4M
Employees5
Clients--
DateMar 2006
Total AUM$60M
Discretionary$10M
Non-Disc.$50M
Employees5
Clients--
DateNov 2005
Total AUM$63.5M
Discretionary$8.5M
Non-Disc.$55M
Employees5
Clients--
DateFeb 2005
Total AUM$63.5M
Discretionary$8.5M
Non-Disc.$55M
Employees5
Clients--