Brian Ulch
Aventail Wealth Management · Winter Haven, Florida
Brian Ulch is a fee-only financial advisor at Aventail Wealth Management in Winter Haven, Florida. Aventail Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Aventail Wealth Management |
|---|---|
| Based in | Winter Haven, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $49.4M across 226 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6596245 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.aventailwm.com |
| Profile |
How Brian's firm compares
- Aventail Wealth Management's average account is about $219,000, from its Form ADV (assets managed divided by 226 accounts).
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Questions about Brian
Is Brian Ulch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Aventail Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Aventail Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian Ulch based?
Brian Ulch is based in Winter Haven, Florida.
Is Brian Ulch registered with the SEC?
Yes. Brian Ulch is registered as an investment adviser representative in FL (CRD 6596245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aventail Wealth Management manage?
Aventail Wealth Management reports $49.4M across 226 accounts in assets under management.
How do I contact Brian Ulch?
Through Brian's website, www.aventailwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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