Pulse Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pulse Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates and small businesses, delivering written financial plans and regular progress reviews as part of its wealth management service. The firm is a single-advisor registered investment adviser managing roughly $50 million across about 84 client relationships.
The firm builds customized portfolios that rely primarily on ETFs and diversified mutual funds, employs both fundamental and technical analysis, and generally pursues a long-term investment approach while permitting shorter-term trades for rebalancing or client needs. Pulse Wealth integrates ongoing financial planning into portfolio management, including estate-document preparation facilitated through a third‑party technology partner, and issues formal plan updates twice per year with quarterly check‑in calls.
Pulse Wealth differs from many independent peers in its billing orientation — it generally uses a fixed flat-fee arrangement rather than relying primarily on percentage-of-assets billing, while preserving legacy AUM-based schedules for certain clients. The firm also discloses use of client testimonials in its marketing materials and maintains an institutional relationship with its chosen custodian platform, from which it receives software and related support.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,000+: 1.00%
Minimum fee: Annual flat fee of $6,600 ($550 per month) for wealth management services Fee-only: Annual flat fee of $6,600 ($550 per month) for wealth management services
Main office
Lexington KY
Advisors at this office
1
Most active in
Florida · Georgia · Kentucky · Ohio · Texas
Also doing business as
Lexington Wealth Management · Lexington Wealth Management, Inc. · Pulse Wealth
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
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