JV
JV

Justin Volkmar

16 Years of Experience
Clayton, MO

Justin Volkmar is a registered investment advisor at Correct Capital Wealth Management, LLC, based in Clayton, MO, with 16 years of industry experience. Justin 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.

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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Correct Capital Wealth Management, LLC
February 2026 - Present · 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2025 - January 2026 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2025 - January 2026 · 11 mos
Moneta Group Investment Advisors, LLC
November 2022 - August 2024 · 1 yr 9 mos
J.P. Morgan Securities LLC
November 2020 - November 2022 · 2 yrs
J.P. Morgan Securities LLCBroker
November 2020 - November 2022 · 2 yrs
Advice and Planning Services
December 2016 - November 2020 · 3 yrs 11 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2016 - November 2020 · 3 yrs 11 mos
Scottrade, INC.Broker
July 2015 - December 2016 · 1 yr 5 mos
Scottrade Investment Management
July 2015 - December 2016 · 1 yr 5 mos
PNC Investments
October 2014 - June 2015 · 8 mos
PNC InvestmentsBroker
October 2014 - June 2015 · 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2012 - October 2014 · 2 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
June 2012 - October 2014 · 2 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
October 2010 - July 2011 · 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2010 - July 2011 · 9 mos
Wells Fargo Advisors, LLC
January 2010 - October 2014 · 4 yrs 9 mos
Wells Fargo Advisors, LLCBroker
December 2009 - October 2014 · 4 yrs 10 mos
State Registrations1 state
MO
Advisor

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Exams
No exam information available for this advisor.
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