SourcingSourcing

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

C38
CRD 298774·SEC 801-114075·CLAYTON, MO
AUM
$889.3M
$500M-$1B
Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CRD
298774
SEC file #
801-114075
EIN
—
DBA names
—

Economics

AUM
$889.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$448.3M → $889.3M▲ +98%
Client mix
Individuals Other257
Individuals High Net Worth174
Pension Profit Sharing Plans35

Operations

Employees (total)
12
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
3 advisors → 8 advisors▲ +167%
Primary office
CLAYTON MO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
youtube.com/watch?v=laa2xos5hfi

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PULTMAN, BRIAN, ISADORE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
PULTMAN, BRIAN, ISADORE
SAMUEL K. PULTMAN REVOCABLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:correct.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
185,084
Form 5500 Compensation Trajectory 3y
2025146,616
202638,468
Form 5500 Plan Count Trajectory 3y
20254
20261
Schedule C Total Compensation
185,084
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2348657
Trust Company Affiliate
No

People (8)

8
PULTMAN, BRIAN, ISADORE
IAR · Direct Owner · 87.5%
2348657
PERDUN, PINTIP
Executive Officer · 2.5%
4525752
Jordan Korte
IAR
7643766
Dominic Grasse
IAR
7885860
JOHN VINCENT BIEDENSTEIN
IAR
2969782
Justin H Volkmar
IAR
5272179
RYAN JOSEPH POTTS
IAR
7312412
Johnathan M Horman
IAR
5709069