| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrie King Control | Chief Compliance Officer | Under 5% | 2021 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2021 |
| Glenn Michael Ullmann Control | Founding Partner | Under 5% | 2021 |
Ullmann Wealth Partners Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Ullmann Wealth Partners Group, LLC reports 13 employees.
Ullmann Wealth Partners Group, LLC is based in Jacksonville Beach, FL and has been SEC-registered since 2021.
Ullmann Wealth Partners Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1540 the Greens Way, Jacksonville Beach, FL 32250 |
| Phone | 904-280-3700 |
| Fax | 904-280-3785 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.07B |
| Non-discretionary | $7.2M |
| Total (RAUM) | $1.07B |