Ullmann Wealth Partners Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, divorce planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Ullmann Wealth Partners Group reports 531 clients. They include 304 high-net-worth individuals, 225 individual clients, and 2 corporations and other businesses. Of its assets, 99.4% ($1.25B across 1,596 accounts) are managed with discretion; $7.99M across 9 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 8% |
| High-net-worth individuals | 57% | 91% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 225 | $104M | 8.3% | $460K |
| High-net-worth individuals | 304 | $1.15B | 91.3% | $3.77M |
| Corporations and other businesses | 2 | $5.05M | 0.4% | $2.53M |
| Total | 531 | $1.25B | 100% | $2.36M |
- Clients
- 225
- Regulatory AUM
- $104M
- AUM share
- 8.3%
- Avg. per client
- $460K
- Clients
- 304
- Regulatory AUM
- $1.15B
- AUM share
- 91.3%
- Avg. per client
- $3.77M
- Clients
- 2
- Regulatory AUM
- $5.05M
- AUM share
- 0.4%
- Avg. per client
- $2.53M
Total
- Clients
- 531
- Regulatory AUM
- $1.25B
- AUM share
- 100%
- Avg. per client
- $2.36M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Ullmann Wealth Partners Group charges 0.50%–1.20% a year for its Full Scope Wealth Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.20% |
| $2M–$5M | 1.15% |
| $5M–$7M | 1.00% |
| $7M–$10M | 0.90% |
| $10M–$15M | 0.80% |
| $15M–$25M | 0.70% |
| $25M–$50M | 0.60% |
| $50M and above | 0.50% |
Fee details and sources
Other fees
- Consulting Services
- Consulting is charged at a non-negotiable $500 an hour, or as a fixed fee agreed case by case.
- Stand-Alone Advanced Planning and Relationship Management
- Stand-alone advanced planning, relationship management and divorce advisory services are priced at a negotiable fee set by their level and scope.
Focus Operating, LLC owns 75% or more of Ullmann Wealth Partners Group and is in turn owned by Focus Financial Partners, LLC (75% or more). The leadership team of Ullmann Wealth Partners Group includes Chief Compliance Officer Carrie King. It has 13 employees, 7 of them in advisory roles.
Leadership
- Carrie KingChief Compliance Officer
- Glenn UllmannFounding Partner
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Caitlin Frederick
- John Patrick Gunn
- Will Haga
- Brian G James
- Mclain Roderick Johnson
- Patrick J Kilbane
- Carrie King
- Glenn Michael Ullmann
Staff
- 13 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Ullmann Wealth Partners Group, LLC
Focus Operating, LLC
Control person · since September 2021
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 50% to 75% of Focus Financial Partners, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc.
Control person · since August 2023
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton, Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P.
Control person · since August 2023
Ullmann Wealth Partners Group’s regulatory assets grew 1.6× from $765M (March 2022) to $1.25B (July 2026); clients rose from 354 to 531 and employees from 11 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $1.25B | 531 | 13 | 2 |
| Jul 2025July 2025 | $1.07B | 493 | 13 | 3 |
| Mar 2024March 2024 | $877M | 438 | 11 | 2 |
| Jul 2023July 2023 | $707M | 388 | 11 | 2 |
| Mar 2022March 2022 | $765M | 354 | 11 | 1 |
Besides its headquarters, Ullmann Wealth Partners Group has 1 office, with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 1540 the Greens Way, Jacksonville BeachHQ
- 961687 Gateway BLVD, Amelia Island
Other business names
Ullmann Wealth Partners Group has reported 1 other business name to the SEC.
- Divorce Advisory Group
Contact and registration details
- Legal name
- Ullmann Wealth Partners Group, LLC
- Headquarters
- 1540 the Greens Way, Jacksonville Beach, FL 32250
- Website
- ullmannwealthpartners.com
- Phone
- 904-280-3700
- @ullmann-financial-group
- SEC file
- 801-122769
- Founded
- 2002
- Structure
- Delaware LLC
- Fiscal year end
- December
Ullmann Wealth Partners Group’s named custodian for separately managed accounts is Fidelity ($1.25B). Ullmann Wealth Partners Group has custody of $252M for 296 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.25B100%
At year end, Ullmann Wealth Partners Group’s separately managed accounts were mostly in funds (78%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.1B across 174 positions; the largest are iShares TR (18.4%), iShares TR (9.1%) and iShares TR (7.8%).
What the accounts hold
- Stocks17%
- Exchange-traded equities16%
- Non-exchange-traded equities1%
- Funds78%
- Bonds2%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash3%
Reported 13F holdings
- $1.1B
- Reported 13F value
- 174
- Positions
- 62.1%
- In the 10 largest
- +14.2%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF18.4%
- iShares TR · Core S&P Ttl Stk9.1%
- iShares TR · U S Equity Factr7.8%
- Fidelity Merrimack Str TR · Total BD ETF6.1%
- Blackrock ETF Trust · iShares US Equit4.3%
- Dimensional ETF Trust · Core Fixe IN ETF3.6%
- Dimensional ETF Trust · Intl Core Equity3.6%
- iShares TR · US Sml Cap EQT3.5%
- iShares TR · Rus 1000 Grw ETF3.4%
- Vanguard Scottsdale Fds · Short Term Treas2.3%
Together, the ten largest are 62.1% of reported value.
How many clients does Ullmann Wealth Partners Group have?
Ullmann Wealth Partners Group has 531 clients and manages $1.25 billion for them, as of July 2026. They include 304 high-net-worth individuals, 225 individual clients, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Ullmann Wealth Partners Group offer?
Ullmann Wealth Partners Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, divorce planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Ullmann Wealth Partners Group charge?
Ullmann Wealth Partners Group charges 0.50%–1.20% a year for its Full Scope Wealth Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Source: ULLMANN WEALTH PARTNERS GROUP, LLC PART 2A BROCHURE, filed 29 July 2026
Which custodians does Ullmann Wealth Partners Group use?
Ullmann Wealth Partners Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.25B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Ullmann Wealth Partners Group have?
Ullmann Wealth Partners Group has 7 investment adviser representatives registered with state securities authorities, out of 13 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ullmann Wealth Partners Group invest in?
At the end of its last fiscal year, Ullmann Wealth Partners Group’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 3% cash and equivalents, 1% non-exchange-traded equities, 1% state and local bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ullmann Wealth Partners Group?
Ullmann Wealth Partners Group is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Ullmann Wealth Partners Group get paid?
Ullmann Wealth Partners Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ullmann Wealth Partners Group?
Ullmann Wealth Partners Group’s main office is at 1540 the Greens Way, Jacksonville Beach, FL 32250. Its phone number is 904-280-3700. Its website is ullmannwealthpartners.com.