Correct Capital Wealth Management, Llc
- Regulatory AUM
- $889M
- Discretionary
- $601M
- Clients
- 466
- Avg AUM / client
- $1.9M
- Accounts
- 1,769
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 257 | $101M | 11.4% |
| High net worth individuals | 174 | $623M | 70.0% |
| Pension and profit sharing plans | 35 | $165M | 18.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| American Contractors 401(k) Plan Lionmark Management Services, Inc. | 2024 | |
| Osborn & Barr Communications Employee Savings Plan Osborn & Barr Communications, Inc. | 2024 | |
| Contegix 401(k) Plan Stratus Midco, Inc. | 2024 | |
| Royal Banks Of Missouri 401(k) Plan The Royal Banks Of Missouri | 2024 | |
| Agc Of Missouri 401(k) Plan Associated General Contractors Of Missouri | 2024 | |
| Xplor Retirement Plan Ai Sky Us Bidco, Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Vincent Biedenstein | Cco | Sep 2018 (8y) | Less than 5% | |
| Brian Isadore Pultman | Trustee | CFP | Oct 2018 (8y) | ≈ 7.5% – 25% via Samuel K. Pultman Revocable Living Trust Dtd 11/27/2019 |
| Pultman, Samuel, K | Trustee | Mar 2021 (5y) | GP / trustee / elected manager of Samuel K. Pultman Revocable Living Trust Dtd 11/27/2019 (indirect) | |
| Pultman, Sydney, H | Trustee | Mar 2021 (5y) | GP / trustee / elected manager of Sydney H. Pultman Revocable Living Trust Dtd 07/13/2018 (indirect) | |
| Ryan Joseph Potts | Registered representative | Jan 2023 (4y) | ||
| Jordan Korte | Registered representative | Aug 2024 (2y) | ||
| Johnathan M Horman | Registered representative | Apr 2025 (1y) | ||
| Dominic Grasse | Registered representative | Dec 2025 (1y) | ||
| Justin H Volkmar | Registered representative | Feb 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sydney H. Pultman Revocable Living Trust Dtd 07/13/2018 | Member | Feb 2021 | A | 10% – 25% |
| Samuel K. Pultman Revocable Living Trust Dtd 11/27/2019 | Member | Feb 2021 | A | 10% – 25% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian Isadore Pultman: 75% – 100% of Samuel K. Pultman Revocable Living Trust Dtd 11/27/2019 × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American Contractors 401(k) Plan | Lionmark Management Services, Inc. | 219 | $14.2M | 04/01/2024 |
| Osborn & Barr Communications Employee Savings Plan | Osborn & Barr Communications, Inc. | 47 | $12.6M | 01/01/2024 |
| Contegix 401(k) Plan | Stratus Midco, Inc. | 87 | $9.5M | 01/01/2024 |
| Royal Banks Of Missouri 401(k) Plan | The Royal Banks Of Missouri | 128 | $9.4M | 01/01/2024 |
| Agc Of Missouri 401(k) Plan | Associated General Contractors Of Missouri | 494 | $7.4M | 01/01/2024 |
| Xplor Retirement Plan | Ai Sky Us Bidco, Inc. | 1,074 | $49.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $674M (76% of AUM) Feb 2026
- Principal Securities, Inc. $58.7M (9% of AUM) Dec 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗