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Ullman Wealth Management
Lawrence Ullman established the firm in 2017. Capital originates from his prior role at RBC Dominion Securities. The office serves families, foundations and...
Ullman Wealth Management
Lawrence Ullman established the firm in 2017. Capital originates from his prior role at RBC Dominion Securities. The office serves families, foundations and institutions from its Toronto base. The firm allocates across private equity, private credit, hedge funds, real estate and commodities. It also maintains positions in FinTech and digital assets. Deployment occurs through fund commitments, direct co-investments and SPVs. Geographic reach covers North America with indicated exposure to Europe. No specific portfolio holdings appear in public records. The team includes Portfolio Manager Craig McGee and Head of Tax and Estate Planning Mark Goodfield. Lawrence Ullman previously chaired the investment committee at the Jewish Foundation of Greater Toronto. The firm holds memberships in CAASA, PMAC and CIRO. No operational events from the last 24 months are recorded. Ullman Wealth Management operates its own tactical and growth funds through Ullman Wealth Management Inc. This internal vehicle structure separates proprietary product development from client advisory mandates.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Toronto
Corporate office
135 Yorkville Avenue, Suite 405, Toronto, Ontario M5R 0C7
Principals
Lawrence Ullman
Founder, CEO, and Chief Investment Officer
Craig McGee
Portfolio Manager
Mark Goodfield
Head of Tax and Estate Planning
Sector focus
Frequently asked questions
Who runs investment decisions at Ullman Wealth Management?
Lawrence Ullman serves as Founder, CEO and Chief Investment Officer. Craig McGee acts as Portfolio Manager on the founding team.
How does Ullman Wealth Management source proprietary deal flow?
The firm uses an open-architecture model that permits clients to access private placements and direct investments. Memberships in CAASA and PMAC support network-based sourcing.
Is Ullman Wealth Management structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office. The firm also maintains its own tactical and growth funds as operating businesses.
Does Ullman Wealth Management participate in fund commitments or only direct deals?
It uses both fund commitments and direct co-investments or SPVs. The model includes hedge fund and private credit allocations.
Where does the underlying wealth come from?
Wealth traces to founder Lawrence Ullman’s career at RBC Dominion Securities, where he ranked among top producers for nine years.
Does Ullman Wealth Management maintain philanthropic structures, and how are they separated?
Lawrence and Anne Ullman support the Art Gallery of Ontario, ComKids and the Jewish Foundation of Greater Toronto. These donations sit outside the investment advisory business.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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