CORRECT CAPITAL WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CLAYTON, Missouri
- CRD number
- 298774
- Registered since
- September 28, 2018
- Website
- correctcap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.05%
- Pension & Profit Sharing Plans18.57%
- Individuals11.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Correct Capital Wealth Management, LLC is an independent RIA organized as an LLC and SEC-registered since 2018. The firm serves both individual/family and institutional clients and operates as a capital allocator, selecting third-party managers in addition to managing client portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-type services, and the selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities12%
- State & Local Bonds7%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
1 of 1BRIAN PULTMAN
Founder and CEOCRD 2348657
Contacts
3 of 6JOHN BIEDENSTEIN
Financial AdvisorCRD 2969782
Jordan Korte
Associate AdvisorCRD 7643766
Justin Volkmar
Investment Advisor RepresentativeCRD 5272179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$417M in ETFs
34%
$140M
66%
$278M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $67.7M | 798,188 | 16.22% |
Location
CLAYTON, MO
SAINT LOUIS
Location
CLAYTON, MO
Headquartered in CLAYTON, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 130 S Bemiston Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
PARKWOODS WEALTH PARTNERS, LLC
RIACLAYTON, MO
ASSET CONSULTING GROUP, LLC
RIACLAYTON, MO
MERAMEC FINANCIAL PLANNERS, LLC
RIACLAYTON, MO
FOUNDATION WEALTH MANAGEMENT, LLC
RIACLAYTON, MO
AGELLUS CAPITAL, LLC
RIACLAYTON, MO
VISTA FINANCE, LLC
RIACLAYTON, MO