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Ullmann Wealth Partners

CRD 316697  ·  Jacksonville Beach, FL  ·  $1.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
316697
SEC number
801-122769
Firm type
RIA
Assets under management
$1.3B as of Mar 10, 2026
Website
ullmannwealthpartners.com ↗
Phone
904-280-3700
Address
1540 The Greens Way, Jacksonville Beach, FL, 32250

Advisors at this firm

8 in our index · page 1 of 1

  • Caitlin FrederickCRD 5884511 · Jacksonville Beach, FL
    IA Registered
  • John Patrick GunnCRD 3236809 · Fernandina Beach, FL
    IA Registered
  • Will HagaCRD 8287943 · Jacksonville Beach, FL
    IA Registered
  • Brian G JamesCRD 3121560 · Jacksonville Beach, FL
    IA RegisteredRegistration inactive
  • Mclain Roderick JohnsonCRD 7248346 · Jacksonville Beach, FL
    IA RegisteredRegistration inactive
  • Patrick J KilbaneCRD 6273088 · Jacksonville Beach, FL
    IA RegisteredRegistration inactive
  • Carrie KingCRD 6877985 · Jacksonville Beach, FL
    IA RegisteredRegistration inactive
  • Glenn Michael UllmannCRD 2349085 · Jacksonville Beach, FL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–8 of 8

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 316697 ↗ FINRA BrokerCheck record for firm CRD 316697 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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