Correct Capital Wealth Management, LLC logo

Correct Capital Wealth Management, LLC

Updated today

Client AUM

$724,218,242

Clients

431

Advisors

7

of 12 employees

About

Correct Capital Wealth Management is a team-based advisory firm serving individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides investment management, financial planning (including one-time plans and ongoing quarterly coaching), retirement plan consulting, and discretionary and non-discretionary portfolio services, and manages roughly $889 million for a mid-sized client roster.

The firm builds individualized investment plans based on clients’ objectives, time horizons, risk tolerance and liquidity needs, then implements those plans through asset allocation across equities, fixed income, ETFs and mutual funds. Correct Capital combines fundamental and technical analysis, typically maintains positions for longer-term horizons (around 24 months), and at times allocates to third‑party money managers and Envestnet’s UMA program while using third‑party reporting tools for performance and administration.

Noteworthy differences from many peers include the firm’s use of endorsements, testimonials and third‑party ratings in its advertising materials, a practice that is relatively uncommon among similar team firms. The firm also highlights its retirement-plan fiduciary work (including ERISA 3(21)/3(38) roles), its use of outsourced managers and reporting platforms, and an internal practice to donate any gains arising from correcting trade errors to charity.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Active portfolio management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals Approaching retirement

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Fee options

Fixed

Financial planning flat fees range from $2,500 to $10,000

Percentage

0.65% - 1.50% annually (varies by account size, complexity, activity, and negotiated terms)

Other

Account minimum: $500,000

Main office

130 S Bemiston Avenue, Suite 602

Clayton MO 63105

Advisors at this office

7

Most active in

Arizona · California · Colorado · Florida · Illinois · Kansas · Louisiana · Missouri · Nebraska · New York · North Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John B

Series 66

Clayton, MO

Correct Capital Wealth Management, LLC

John Biedenstein is a financial advisor at Correct Capital Wealth Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides investment management, financial planning, retirement plan consulting, and discretionary and non-discretionary portfolio services, managing approximately $889 million across a mid-sized client base.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Brian P

CFP®, Series 63

Clayton, MO

Correct Capital Wealth Management, LLC

Brian Pultman is a CFP®-certified financial advisor with 32 years of industry experience. He is a principal at Correct Capital Wealth Management, LLC, where he has worked since 2018, and previously held roles at Purshe Kaplan Sterling Investments and Wells Fargo. Pultman serves on the JCC Endowment Investment Committee, contributing to philanthropic investment decisions. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides customized investment management and financial planning, combining fundamental and technical analysis with a long-term investment approach and the use of third-party managers and reporting tools.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Jordan K

Series 65

Clayton, MO

Correct Capital Wealth Management, LLC

Jordan Korte is a financial advisor at Correct Capital Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at ProPartners Wealth and ProPartners Wealth, LLC prior to joining Correct Capital. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides investment management, financial planning, retirement plan consulting, and portfolio services, implementing individualized investment plans through a combination of fundamental and technical analysis and a mix of asset classes.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Ryan P

Series 65

Clayton, MO

Correct Capital Wealth Management, LLC

Ryan Potts is a financial advisor at Correct Capital Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Barber Financial Group, WR Wealth Planner LLC, Commerce Bank, and the University of Missouri. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and discretionary and non-discretionary portfolio services, employing both fundamental and technical analysis to build individualized investment plans.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Dominic G

Series 63, Series 65

Clayton, MO

Correct Capital Wealth Management, LLC

Dominic Grasse is a financial advisor at Correct Capital Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Correct Capital, he worked with Northwestern Mutual in various capacities, including wealth management and investment services, and has experience at Alex Baldwin State Farm and the University of Arkansas. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and private businesses. The firm provides investment management and financial planning services, building individualized plans with a focus on long-term asset allocation and incorporating both fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Justin V

Series 63, Series 66

Clayton, MO

Correct Capital Wealth Management, LLC

Justin Volkmar is a financial advisor at Correct Capital Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at notable firms including J.P. Morgan Securities, TIAA-CREF, Moneta Group Investment Advisors, and Wells Fargo Advisors. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, and various institutions with investment management, financial planning, and retirement plan consulting. The firm emphasizes individualized investment plans and combines fundamental and technical analysis while also incorporating third-party money managers and reporting tools.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Johnathan H

Series 63, Series 65, Series 66

Clayton, MO

Correct Capital Wealth Management, LLC

Johnathan Horman is a financial advisor with Correct Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior work includes roles at First State Financial Management, Wells Fargo Clearing Services, and the Saint Louis Housing Authority. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, employing a combination of fundamental and technical analysis with a focus on longer-term investment horizons.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
View complete list of advisors at this firm
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