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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ULLMANN WEALTH PARTNERS

ULLMANN WEALTH PARTNERS GROUP, LLC, CRD 316697

JACKSONVILLE BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c067c90-9490-3604-b0df-ce4201e0390b

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 3
On other graphs: 0
Observed: Oct 28, 2021 to Jul 29, 2026
18 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Cd&r Ferdinand Co-Investor, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

Clayton, Dubilier & Rice Fund Xii, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $157Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,605
Individual clients: 225
High net worth clients: 304
Custody, client assets: $252M
SEC number: 801-122769
CRD: 316697
Filings on the tape: 18
First filed: Oct 28, 2021
Latest filed: Jul 29, 2026
Organised: Limited Liability Company, DE
Website: ullmannwealthpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GLENN MICHAEL ULLMANN	n/a	JACKSONVILLE BEACH, FL	4	33	2	no
CARRIE KING	n/a	JACKSONVILLE BEACH, FL	4	18	1	no
BRIAN G JAMES	n/a	JACKSONVILLE BEACH, FL	4	27	2	no
CAITLIN Frederick	Certified Financial Planner\|Chartered Financial Analyst	JACKSONVILLE BEACH, FL	4	12	1	no
PATRICK J KILBANE	n/a	JACKSONVILLE BEACH, FL	4	12	1	no
Mclain Roderick Johnson	Certified Financial Planner	JACKSONVILLE BEACH, FL	3	13	1	no
JOHN PATRICK GUNN	Certified Financial Planner	Amelia Island, FL \| FERNANDINA BEACH, FL \| JACKSONVILLE BEACH, FL	2	27	1	no
Will Haga	Chartered Financial Analyst	JACKSONVILLE BEACH, FL	0	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 19, 2023	Aug 13, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 19, 2023	Aug 13, 2024
CLAYTON, DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 19, 2023	Aug 13, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 19, 2023	Aug 13, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 19, 2023	Aug 13, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 19, 2023	Aug 13, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 19, 2023	Aug 13, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 19, 2023	Aug 13, 2024
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Oct 28, 2021	Aug 13, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Oct 28, 2021	Aug 13, 2024
FOCUS OPERATING, LLC	MEMBER (MANAGER)	E	yes	09/2021	Oct 28, 2021	Aug 13, 2024
KING, CARRIE	CHIEF COMPLIANCE OFFICER	Na	yes	09/2021	Oct 28, 2021	Aug 13, 2024
ULLMANN, GLENN, MICHAEL	FOUNDING PARTNER	Na	yes	10/2021	Oct 28, 2021	Aug 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SCS CAPITAL MANAGEMENT LLC	n/a	Independent wealth	$49B	N	yes	n/a
FOCUS RISK SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$1.3B	$1.2B	13	7	2	n/a	n/a
2024	Mar 10, 2025	$1.1B	$1.1B	13	7	2	n/a	n/a
2023	Mar 20, 2024	$877M	$868M	11	6	1	n/a	n/a
2022	Mar 22, 2023	$707M	$699M	11	6	1	n/a	n/a
2021	Mar 22, 2022	$765M	$756M	11	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	12.5%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.1B	16.7%	$707M	21.1%	13	13	1	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ULLMANN WEALTH PARTNERS	4	Jan 3, 2022	Jan 10, 2022	JACKSONVILLE BEACH, FL	Firm absorbed	RIA to new firm	80.0%

Relationships

Affiliated with (2)

→ SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (9)

← Will HagaAdvisorregistration: current employment
Jun 9, 2026 to presentfactForm ADV
← JOHN PATRICK GUNNAdvisorregistration: current employment
May 9, 2024 to presentfactForm ADV
← Mclain Roderick JohnsonAdvisorregistration: current employment
Sep 27, 2022 to presentfactForm ADV
← BRIAN G JAMESAdvisorregistration: current employment
Jan 10, 2022 to presentfactForm ADV
← CAITLIN FrederickAdvisorregistration: current employment
Jan 10, 2022 to presentfactForm ADV
← PATRICK J KILBANEAdvisorregistration: current employment
Jan 10, 2022 to presentfactForm ADV
← CARRIE KINGAdvisorregistration: current employment
Jan 7, 2022 to presentfactForm ADV
← GLENN MICHAEL ULLMANNAdvisorregistration: current employment
Jan 3, 2022 to presentfactForm ADV
← Zac Dillon MurphyAdvisorregistration: previous registration
Mar 4, 2025 to Feb 19, 2026factForm ADV

Controls (11)

← ULLMANN, GLENN, MICHAELOwnerFOUNDING PARTNER, ownership code NA, individual
Oct 28, 2021 to Aug 13, 2024factForm ADV
← KING, CARRIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 28, 2021 to Aug 13, 2024factForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 19, 2023 to Aug 13, 2024factForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 19, 2023 to Aug 13, 2024factForm ADV
← CLAYTON, DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 19, 2023 to Aug 13, 2024factForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 19, 2023 to Aug 13, 2024factForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 19, 2023 to Aug 13, 2024factForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 19, 2023 to Aug 13, 2024factForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 19, 2023 to Aug 13, 2024factForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Oct 28, 2021 to Aug 13, 2024factForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Oct 28, 2021 to Aug 13, 2024factForm ADV

Moved with (1)

← ULLMANN WEALTH PARTNERSRegistered adviser4 advisors, firm absorbed, same day
Jan 3, 2022 to Jan 10, 2022factForm ADV

Dated events

Occurred
Feb 19, 2026
Advisor changed firm
Zac Dillon Murphy left Ullmann Wealth Partners for Lpl Enterprise, Llc (registered 2026-07-16)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2022
Firm absorbed
Ullmann Wealth Partners's advisors moved to Ullmann Wealth Partners (Jacksonville Beach, FL): 4 of 5 registered, on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Oct 28, 2021
First Form ADV filing
Ullmann Wealth Partners Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c067c90-9490-3604-b0df-ce4201e0390b
First observed: Oct 28, 2021
Last observed: Jul 29, 2026 54 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ULLMANN WEALTH PARTNERS

ULLMANN WEALTH PARTNERS GROUP, LLC, CRD 316697

JACKSONVILLE BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c067c90-9490-3604-b0df-ce4201e0390b

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:24 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GLENN MICHAEL ULLMANN

n/a

JACKSONVILLE BEACH, FL

CARRIE KING

n/a

JACKSONVILLE BEACH, FL

BRIAN G JAMES

n/a

JACKSONVILLE BEACH, FL

CAITLIN Frederick

Certified Financial Planner|Chartered Financial Analyst

JACKSONVILLE BEACH, FL

PATRICK J KILBANE

n/a

JACKSONVILLE BEACH, FL

Mclain Roderick Johnson

Certified Financial Planner

JACKSONVILLE BEACH, FL

JOHN PATRICK GUNN

Certified Financial Planner

Amelia Island, FL | FERNANDINA BEACH, FL | JACKSONVILLE BEACH, FL

Will Haga

Chartered Financial Analyst

JACKSONVILLE BEACH, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 19, 2023

Aug 13, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 19, 2023

Aug 13, 2024

CLAYTON, DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 19, 2023

Aug 13, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 19, 2023

Aug 13, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 19, 2023

Aug 13, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 19, 2023

Aug 13, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 19, 2023

Aug 13, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 19, 2023

Aug 13, 2024

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Oct 28, 2021

Aug 13, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Oct 28, 2021

Aug 13, 2024

FOCUS OPERATING, LLC

MEMBER (MANAGER)

yes

09/2021

Oct 28, 2021

Aug 13, 2024

KING, CARRIE

CHIEF COMPLIANCE OFFICER

yes

09/2021

Oct 28, 2021

Aug 13, 2024

ULLMANN, GLENN, MICHAEL

FOUNDING PARTNER

yes

10/2021

Oct 28, 2021

Aug 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SCS CAPITAL MANAGEMENT LLC

n/a

Independent wealth

$49B

yes

n/a

FOCUS RISK SOLUTIONS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$1.3B

$1.2B

n/a

2024

Mar 10, 2025

$1.1B

n/a

2023

Mar 20, 2024

$877M

$868M

n/a

2022

Mar 22, 2023

$707M

$699M

n/a

2021

Mar 22, 2022

$765M

$756M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$1.1B

16.7%

$707M

21.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ULLMANN WEALTH PARTNERS

Jan 3, 2022

Jan 10, 2022

JACKSONVILLE BEACH, FL

Firm absorbed

RIA to new firm

80.0%