Caitlin Frederick
Investment adviser representative at Ullmann Wealth Partners
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$1.3BFirm assets
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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
12 years in the industry.
- Ullmann Wealth PartnersJan 2022 to now
- Ullmann Wealth Partners Group, LLCJan 2022 to now
- Ullmann Wealth PartnersAug 2020 to Dec 2021
- Business Valuations Inc.Apr 2019 to Jul 2020
- PwcSep 2014 to Mar 2019
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
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
- 5884511
- Firm CRD
- 316697