# ULLMANN WEALTH PARTNERS GROUP, LLC

ULLMANN WEALTH PARTNERS GROUP, LLC of JACKSONVILLE BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 316697
- Type: SEC-registered investment adviser
- SEC file number: 801-122769
- Location: 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250
- Phone: 904-280-3700
- Latest filing: 2026-07-29
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $8.0M
- Clients: 13
- Accounts: 1,605

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Glenn Michael Ullmann | FOUNDING PARTNER | — |
| Carrie King | CHIEF COMPLIANCE OFFICER | Jacksonville Beach, FL |
| ULLMANN GLENN MICHAEL | FOUNDING PARTNER; PRESIDENT | — |
| KING CARRIE | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| AMELIA ISLAND | FL | 1 | 904-280-3700 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316697/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316697/similar
- Related entities: https://search.stillhousedata.com/firm/316697/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316697

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.