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, SEC-registered registered investment adviser operating as a limited liability company since 2018. The firm serves both individual and institutional clients and describes itself as a capital allocator that selects third‑party managers in addition to providing in‑house portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and manager selection. The firm charges fees based on a percentage of assets under management and also offers fixed‑fee engagements. It reports being an active ESG investor, indicating environmental, social, and governance factors are part of its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Brian Pultman
Founder and CEOCRD 2348657
Contacts
3 of 6
John 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 37Active vs passive
$464M in ETFs
35%
$162M
65%
$302M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $89.7M | 546,145 | 19.33% |
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
Asset Consulting Group, LLC
RIAClayton, MO
Meramec Financial Planners, LLC
RIAClayton, MO
Foundation Wealth Management, LLC
RIAClayton, MO
Agellus Capital, LLC
RIAClayton, MO
Parkwoods Wealth Partners, LLC
RIAClayton, MO
Vista Finance, LLC
RIAClayton, MO