# Ullmann Wealth Partners

> Ullmann Wealth Partners is an SEC-registered investment advisory firm in Jacksonville Beach, FL, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 316697
- Filed as: ULLMANN WEALTH PARTNERS
- Legal name: Ullmann Wealth Partners Group, LLC
- Also doing business as: DIVORCE ADVISORY GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville Beach, FL
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316697
- AdvisorCensus page: https://advisorcensus.com/firm/ullmann-wealth-partners-jacksonville-beach-fl-316697

## Quick answers

**How is Ullmann Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Ullmann Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Ullmann Wealth Partners located?**
Ullmann Wealth Partners' principal office is in Jacksonville Beach, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ullmann Wealth Partners registered with the SEC or a state?**
Ullmann Wealth Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316697.

**How much does Ullmann Wealth Partners manage?**
Ullmann Wealth Partners reports $1,254,153,252 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (99% discretionary).

**How have Ullmann Wealth Partners' assets and staff changed since 2022?**
In the Form ADV data for Ullmann Wealth Partners: Regulatory assets under management: $765,230,116 in the October 2022 data and $1,254,153,252 in the October 2026 data, up 64%. Total employees: 11 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ullmann Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (304); individuals (other than high net worth individuals) (225); corporations or other businesses not listed above (2).

**Which custodians does Ullmann Wealth Partners use?**
Ullmann Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Ullmann Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316697

**What changed in Ullmann Wealth Partners' recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in OH, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,254,153,252
- Discretionary: $1,246,158,769
- Non-discretionary: $7,994,483

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 225 | $103,543,580 |
| High net worth individuals | 304 | $1,145,556,167 |
| Corporations or other businesses not listed above | 2 | $5,053,505 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (4 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, IN, LA, NC, NY, OH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Amelia Island, FL

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- ullmannwealthpartners.com
- Facebook facebook.com
- Facebook @ullmannwealthpartners
- Instagram @moveforwardconfidently
- Instagram @ullmannwealthpartners
- LinkedIn @move-forward-confidently™
- LinkedIn @ullmann-financial-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $765,230,116 | 11 | August 4, 2022 |
| October 2023 | $706,788,578 | 11 | September 19, 2023 |
| October 2024 | $877,117,003 | 11 | August 13, 2024 |
| October 2025 | $1,074,433,565 | 13 | July 16, 2025 |
| October 2026 | $1,254,153,252 | 13 | July 29, 2026 |

Regulatory assets under management: $765,230,116 in the October 2022 data and $1,254,153,252 in the October 2026 data, up 64%.
Total employees: 11 in October 2022 and 13 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in OH, PA.

### April 2026
- Regulatory assets under management went from $1,074,433,565 to $1,254,153,252 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ullmann Wealth Partners (CRD 316697): Form ADV filing data as of October 2026.