CORRECT CAPITAL WEALTH MANAGEMENT, LLC
Adviser information for CORRECT CAPITAL WEALTH MANAGEMENT, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,240 | $424.8M |
| Non-Discretionary | 402 | $381.7M |
| Total | 1,642 | $806.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 238 | $63.3M |
| HNW Individuals | 183 | $531.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 37 | $212.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-114075 |
|---|---|
| SEC ERA File Number | 801-114075 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298774 |
| Legal Entity Identifier | None |
Principal Office
130 S BEMISTON AVENUESUITE 602
CLAYTON
MO
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 314-930-4015, Fax: None
Chief Compliance Officer
JOHN BIEDENSTEIN
130 SOUTH BEMISTON AVE
SUITE 602
CLAYTON
MO
United States
Tel:
314-930-4015
J***@*************M
(Full email address available in API data)
Regulatory Contact
BRIAN I PULTMAN
CEO
130 SOUTH BEMISTON AVE
SUITE 602
CLAYTON
MO
United States
Tel:
314-930-4015
B****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PULTMAN, BRIAN, ISADORE | Individual | – | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | 10/2018 | > 75% |
| BIEDENSTEIN, JOHN, VINCENT | Individual | – | CCO | 02/2021 | < 5% |
| SYDNEY H. PULTMAN REVOCABLE LIVING TRUST DTD 07/13/2018 | Domestic Entity | – | MEMBER | 02/2021 | 10-25% |
| SAMUEL K. PULTMAN REVOCABLE LIVING TRUST DTD 11/27/2019 | Domestic Entity | – | MEMBER | 02/2021 | 10-25% |
| Pultman, Sydney, H | Individual | SYDNEY H. PULTMAN REVOCABLE LIVING TRUST DTD 07/13/2018 | TRUSTEE | 03/2021 | |
| Pultman, Samuel, K | Individual | SAMUEL K. PULTMAN REVOCABLE LIVING TRUST DTD 11/27/2019 | TRUSTEE | 03/2021 | |
| PULTMAN, BRIAN, ISADORE | Individual | SYDNEY H. PULTMAN REVOCABLE LIVING TRUST DTD 07/13/2018 | TRUSTEE | 03/2021 | > 75% |
| PULTMAN, BRIAN, ISADORE | Individual | SAMUEL K. PULTMAN REVOCABLE LIVING TRUST DTD 11/27/2019 | TRUSTEE | 03/2021 | > 75% |