CRD: 316697
Ullmann Wealth Partners
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-26-2021
- Office Locations
- 2
Office Locations
About Ullmann Wealth Partners
Ullmann Wealth Partners is a Florida-based wealth management firm providing investment management and advanced planning in coordination with clients’ other professional advisors. The team serves business owners, executives, professionals, retirees, and individuals navigating divorce, using a customized, systematic process focused on overall financial health. Notably, the firm offers a dedicated Divorce Advisory Group.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CARRIE KING
Chief Compliance Officer
- CRD
- #6877985
- Ownership
- Less than 5%
GLENN MICHAEL ULLMANN
FOUNDING PARTNER, Wealth Advisor
- CRD
- #2349085
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CAITLIN Frederick
--
- CRD
- #5884511
JOHN PATRICK GUNN
Director, Wealth Manager
- CRD
- #3236809
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,246,158,769 | $780,801 |
| Non-Discretionary | $7,994,483 | $888,276 |
| Total | $1,254,153,252 | $781,404 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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