Pullman Wealth LLC is a registered investment advisor founded in January 2026 and based in Montclair, New Jersey, led by principal owner and Chief Compliance Officer Sean Pullman. Pullman Wealth provides personalized investment management and financial planning services tailored to individuals and high-net-worth clients. For investment portfolios, Pullman Wealth builds and monitors customized asset allocations using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, operating under a legally required obligation to act in your best interest. In addition to portfolio management, Pullman Wealth offers continuous ongoing financial planning as well as one-time, project-based financial planning covering a broad spectrum of topics such as retirement planning, tax strategies, cash flow and debt management, college savings, estate planning, and risk management. Pullman Wealth does not have a minimum investment requirement to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fees are negotiable and may vary by client.