ULLMANN WEALTH PARTNERS GROUP, LLC
Legal name: ULLMANN WEALTH PARTNERS
CRD #316697 SEC #801-122769 JACKSONVILLE BEACH, FL 904-280-3700
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
13
Clients
10
Accounts
1,496
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.1B | $1.1B | $7.2M | 13 | 1 |
| Jul 2025 | $1.1B | $1.1B | $7.2M | 13 | 1 |
| Mar 2025 | $1.1B | $1.1B | $7.2M | 13 | 1 |
| Aug 2024 | $877.1M | $867.6M | $9.5M | 11 | 7 |
| Aug 2024 | $877.1M | $867.6M | $9.5M | 11 | 7 |
| Mar 2024 | $877.1M | $867.6M | $9.5M | 11 | 7 |
| Sep 2023 | $706.8M | $699M | $7.7M | 11 | 0 |
| Aug 2023 | $706.8M | $699M | $7.7M | 11 | 0 |
| Jul 2023 | $706.8M | $699M | $7.7M | 11 | 0 |
| Mar 2023 | $706.8M | $699M | $7.7M | 11 | 0 |
| Aug 2022 | $765.2M | $756M | $9.2M | 11 | 0 |
| Mar 2022 | $765.2M | $756M | $9.2M | 11 | 0 |
| Jan 2022 | $765.2M | $756M | $9.2M | 11 | 0 |
| Jan 2022 | $0 | $0 | $0 | 11 | 0 |
| Jan 2022 | $0 | $0 | $0 | 11 | 0 |
| Dec 2021 | $0 | $0 | $0 | 11 | 0 |
| Oct 2021 | $0 | $0 | $0 | 11 | 0 |
DateJul 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$7.2M
Employees13
Clients1
DateJul 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$7.2M
Employees13
Clients1
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$7.2M
Employees13
Clients1
DateAug 2024
Total AUM$877.1M
Discretionary$867.6M
Non-Disc.$9.5M
Employees11
Clients7
DateAug 2024
Total AUM$877.1M
Discretionary$867.6M
Non-Disc.$9.5M
Employees11
Clients7
DateMar 2024
Total AUM$877.1M
Discretionary$867.6M
Non-Disc.$9.5M
Employees11
Clients7
DateSep 2023
Total AUM$706.8M
Discretionary$699M
Non-Disc.$7.7M
Employees11
Clients0
DateAug 2023
Total AUM$706.8M
Discretionary$699M
Non-Disc.$7.7M
Employees11
Clients0
DateJul 2023
Total AUM$706.8M
Discretionary$699M
Non-Disc.$7.7M
Employees11
Clients0
DateMar 2023
Total AUM$706.8M
Discretionary$699M
Non-Disc.$7.7M
Employees11
Clients0
DateAug 2022
Total AUM$765.2M
Discretionary$756M
Non-Disc.$9.2M
Employees11
Clients0
DateMar 2022
Total AUM$765.2M
Discretionary$756M
Non-Disc.$9.2M
Employees11
Clients0
DateJan 2022
Total AUM$765.2M
Discretionary$756M
Non-Disc.$9.2M
Employees11
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0