How a $1.5B Wealth Manager Spends His Money

How a $1.5B Wealth Manager Spends His Money

From Moneywise by Hampton

August 25, 2026 · 48 min · Episode 109

About this episode

Glenn Ullmann discusses his personal finance strategies and the balance between saving and living well.

We're still surprised people did this but... 50+ founders worth $10M to $4B reveal their personal finances. Here it is: https://joinhampton.com/mw-wr Why do we do this? Because if you're an aspirational person or someone who runs a business and is making money, it's incredibly challenging to figure out what to do. Information is impossible to find — and that's what we put together: the net worth reveal and why we do this podcast, Moneywise. He manages $1.5 billion for other people — and still tracks his own spending in a paper checkbook. Glenn Ullmann is a former Air Force pilot who left the military at 29 with a couple hundred thousand dollars, cold-called 200 strangers a day out of a Ponte Vedra phone book, and built Ullmann Wealth Partners into a $1.5 billion RIA that has never had a down year — including 2008. He stopped worrying about money somewhere north of $20 million. Now 63, he spends $30–40K a month, flies his own $1.25M Cirrus, gives more to charity than he can deduct, and still shows up to the office every day. This episode gets into the tension between saving and actually living: why Glenn tells clients with health issues to fly private before their kids do it with…

People in this episode

Host: Hampton

Guest: Glenn Ullmann

Topics covered

Keywords

Mentioned in this episode

Organizations: Ullmann Wealth Partners

Products: Cirrus

Places: Ponte Vedra

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