Pulse Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,148,739
Clients
84
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
Very HighAverage account size
$597,009
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
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Cash flow / budgeting
Charitable giving & philanthropy
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 location
Pulse Wealth
Lexington KY, United States
Number of offices
1
Most active in
Pulse Wealth has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Kentucky · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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