Ullman Wealth Management
Ullman Wealth Management is a multi-family office headquartered in Toronto, Canada. Founded in 2017, the firm’s capital stems from founder Lawrence Ullman’s career in investment and portfolio management, including nine years at RBC Dominion Securities, where...
Ullman Wealth Management
Ullman Wealth Management is a multi-family office headquartered in Toronto, Canada. Founded in 2017, the firm’s capital stems from founder Lawrence Ullman’s career in investment and portfolio management, including nine years at RBC Dominion Securities, where he ranked among its top producers. The office advises affluent families, foundations and institutional investors on tailored portfolios spanning public equities, private capital and alternative strategies, and oversees discretionary mandates through an open-architecture model.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
—
Location
Region
North America
Country
—
City
Toronto
Corporate office
135 Yorkville Avenue, Suite 405, Toronto, Ontario M5R 0C7
Frequently asked questions
What is Ullman Wealth Management?
Ullman Wealth Management is a multi family office headquartered in Toronto.
When was Ullman Wealth Management founded?
Ullman Wealth Management was founded in 2017.
Where is Ullman Wealth Management headquartered?
Ullman Wealth Management is headquartered in Toronto, in the North America region.
What does Altss track for Ullman Wealth Management?
Altss maintains an OSINT-verified profile of Ullman Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Ullman Wealth Management's website?
Ullman Wealth Management's public website is www.ullmanwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Ullman Wealth Management?
Ullman Wealth Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Ullman Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Ullman Wealth Management?
Ullman Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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