William Alexander Ullman
Investment adviser representative at Connective Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$77.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Connective Wealth Partners, LLCNov 2025 to now
- Water Street Advisors LLCJan 2021 to Nov 2025
- Berkshire Global Advisors LPJun 2020 to Sep 2023
- Independent ConsultantAug 2018 to Dec 2020
- Greystone Wealth Advisors, LLCJul 2018 to Mar 2020
- Orchard Platform Markets, LLCJan 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Connective Wealth Partners, LLC
$77.6MAssets managed
316Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1991837
- Firm CRD
- 335624