Pullman Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pullman Wealth is a fee-only registered investment adviser that serves individuals and high‑net‑worth clients with both investment management and financial planning services. The firm offers discretionary and non‑discretionary portfolio management and provides written financial plans through either ongoing engagements or one‑time project work.
Pullman Wealth frames investment decisions around asset allocation and Modern Portfolio Theory, using a mix of fundamental and technical analysis and a combination of passive and active investment vehicles to build portfolios intended for primarily long‑term holding with occasional short‑term trades as warranted. Services are tailored through initial and ongoing consultations to establish goals, risk tolerance, and any client‑imposed investment restrictions, with clients receiving custodial account statements from the selected custodian.
Compared with peers in this regulatory category, the firm is notable for explicitly offering formal financial planning alongside individual portfolio management and for charging fixed fees for planning engagements—features that are statistically uncommon for firms without active SEC‑registered advisors. Pullman Wealth does not act as a private fund adviser, operates on an institutional custodian platform (recommended custodian disclosed in its brochure), and reported no assets under management at the time of its filing as a newly formed adviser.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.25% $5,000,001+: 0.10%
Fee-only: Ongoing Financial Planning quarterly fees range from $900 to $2,500; Project-Based Financial Planning fixed fees range from $3,000 to $5,000
Main office
Montclair NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Pullman Wealth · Pullman Wealth LLC · Wellmont Advisory · Wellmont Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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