Brian G James
Investment adviser representative at Ullmann Wealth Partners
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
4 yearsFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ullmann Wealth PartnersJan 2022 to now
- Ullmann Wealth Partners Group, LLCJan 2022 to now
- Ullmann Wealth PartnersFeb 2016 to Dec 2021
- Sagepoint Financial, Inc.Feb 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ullmann Wealth Partners
Legal name: Ullmann Wealth Partners Group, LLC
$1.3BAssets managed
531Clients
8Advisers
4 yearsIn 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
- 3121560
- Firm CRD
- 316697