TrueAdvisor
TrueAdvisor
BP
CFP
BP
CFP

Brian Pultman

Correct Capital Wealth Management, LLC
33 Years of Experience
Clayton, MO
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Brian Pultman is a CFP-designated registered investment advisor at Correct Capital Wealth Management, LLC, based in Clayton, MO, with 33 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 466 clients with $890M in assets under management.

Correct Capital Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
466 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$889.3M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.65% to 1.50% based on account size, complexity, and activity. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

130 S Bemiston Avenue, Suite 602, Clayton, MO, 63105

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2011
Denied
Customer Dispute
July 2008
Settled
Customer Dispute
January 2005
Settled
Customer Dispute
May 2004
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is the CEO/Owner of Correct Capital Wealth Management, a Registered Investment Advisory Firm, dedicating nearly full-time hours. He also owns rental property, serves on the JCC Endowment Investment Committee, and works as an insurance agent for Highland Capital and 3 Mark Financial, spending a few hours per week on each.

Employment History
Current Registrations
Correct Capital Wealth Management, LLC
October 2018 - Present · 8 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2018 - January 2025 · 6 yrs 3 mos
Wells Fargo Clearing Services, LLC
July 2016 - October 2018 · 2 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2018 · 10 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
June 1993 - January 2008 · 14 yrs 7 mos
State Registrations2 states
MOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Clayton, MO →All financial advisors in Missouri →