Ullman Wealth Management Overview

General Information

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.