Correct Capital Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Correct Capital Wealth Management reports 466 clients. They include 257 individual clients, 174 high-net-worth individuals, and 35 pension and profit-sharing plans. Of its assets, 67.6% ($601M across 1,381 accounts) are managed with discretion; $288M across 388 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 11% |
| High-net-worth individuals | 37% | 70% |
| Pension and profit-sharing plans | 8% | 19% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 257 | $101M | 11.4% | $394K |
| High-net-worth individuals | 174 | $623M | 70.0% | $3.58M |
| Pension and profit-sharing plans | 35 | $165M | 18.6% | $4.72M |
| Total | 466 | $889M | 100% | $1.91M |
- Clients
- 257
- Regulatory AUM
- $101M
- AUM share
- 11.4%
- Avg. per client
- $394K
- Clients
- 174
- Regulatory AUM
- $623M
- AUM share
- 70.0%
- Avg. per client
- $3.58M
- Clients
- 35
- Regulatory AUM
- $165M
- AUM share
- 18.6%
- Avg. per client
- $4.72M
Total
- Clients
- 466
- Regulatory AUM
- $889M
- AUM share
- 100%
- Avg. per client
- $1.91M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Correct Capital Wealth Management charges 0.65%–1.50% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting fees are negotiated with the client for the scope of the project and billed as services are rendered.
- Financial Planning Services
- One-time financial plans are a fixed fee of $2,500 to $10,000; ongoing quarterly planning and coaching services range from $900 to $2,000.
- Retirement Plan Consulting Services
- Retirement plan advisory fees are an annual fee negotiated with the client and set out in the plan investment advisory agreement.
Brian Pultman owns 75% or more of Correct Capital Wealth Management. Brian Pultman is CEO. It has 12 employees, 8 of them in advisory roles.
Staff
- 12 employees
- 8 in advisory functions
- 8 state-registered reps
- 1 insurance agent
- Owns 75% or more of Correct Capital Wealth Management, LLC
Brian Pultman
Control person · since October 2018
- Owns 10% to 25% of Correct Capital Wealth Management, LLC
Sydney H. Pultman Revocable Living Trust DTD 07/13/2018
since February 2021
Sydney Pultman
Trustee · since March 2021
- Owns 10% to 25% of Correct Capital Wealth Management, LLC
Sydney H. Pultman Revocable
since February 2021
- Owns 10% to 25% of Correct Capital Wealth Management, LLC
Samuel K. Pultman Revocable Living Trust DTD 11/27/2019
since February 2021
Samuel Pultman
Trustee · since March 2021
- Owns 10% to 25% of Correct Capital Wealth Management, LLC
Samuel K. Pultman Revocable
since February 2021
Correct Capital Wealth Management’s regulatory assets grew from $634M (March 2021) to $889M (February 2026); clients rose from 336 to 466 and employees from 6 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $889M | 466 | 12 | 1 |
| Mar 2025March 2025 | $921M | 459 | 6 | 1 |
| Mar 2024March 2024 | $807M | 458 | 5 | 1 |
| Feb 2023February 2023 | $646M | 428 | 6 | 1 |
| May 2022May 2022 | $834M | 385 | 8 | 1 |
| Mar 2021March 2021 | $634M | 336 | 6 | 1 |
Besides its headquarters, Correct Capital Wealth Management has 0 offices, with 1 listed address in 1 state.
Missouri · 1 listed address
- 130 S Bemiston Avenue, Suite 602, ClaytonHQ
Contact and registration details
- Legal name
- Correct Capital Wealth Management, LLC
- Headquarters
- 130 S Bemiston Avenue, Suite 602, Clayton, MO 63105
- Website
- Not reported
- Phone
- 314-930-4015
- SEC file
- 801-114075
- Founded
- 2018
- Structure
- Missouri LLC
- Fiscal year end
- December
Correct Capital Wealth Management’s named custodian for separately managed accounts is Fidelity ($674M). Correct Capital Wealth Management has custody of $582K for 32 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $674M100%
At year end, Correct Capital Wealth Management’s separately managed accounts were mostly in funds (76%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $580M across 108 positions; the largest are iShares Core S&P Total U.S. Stock Market ETF (15.5%), Avantis International Equity ETF (12.5%) and Avantis U.S. Equity ETF (9.6%).
What the accounts hold
- Stocks12%
- Funds76%
- Bonds8%
- State and local bonds7%
- U.S. government and agency bonds1%
- Cash4%
How many clients does Correct Capital Wealth Management have?
Correct Capital Wealth Management has 466 clients and manages $889 million for them, as of February 2026. They include 257 individual clients, 174 high-net-worth individuals, and 35 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Correct Capital Wealth Management offer?
Correct Capital Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Correct Capital Wealth Management charge?
Correct Capital Wealth Management charges 0.65%–1.50% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Which custodians does Correct Capital Wealth Management use?
Correct Capital Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $674M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Correct Capital Wealth Management have?
Correct Capital Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Correct Capital Wealth Management invest in?
At the end of its last fiscal year, Correct Capital Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 7% state and local bonds, 4% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Correct Capital Wealth Management have a minimum investment?
Yes, Correct Capital Wealth Management’s minimum account size for its Investment Management is $500K.
Who owns Correct Capital Wealth Management?
Correct Capital Wealth Management’s direct owners are Brian Pultman (75% or more), Sydney H. Pultman Revocable Living Trust DTD 07/13/2018 (10% to 25%), Sydney H. Pultman Revocable (10% to 25%), Samuel K. Pultman Revocable Living Trust DTD 11/27/2019 (10% to 25%) and Samuel K. Pultman Revocable (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Correct Capital Wealth Management get paid?
Correct Capital Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Correct Capital Wealth Management?
Correct Capital Wealth Management’s main office is at 130 S Bemiston Avenue, Suite 602, Clayton, MO 63105. Its phone number is 314-930-4015.