Overview
Assets Under Management: $807 million
Headquarters: CLAYTON, MO
High-Net-Worth Clients: 165
Average Client Assets: $4 million
Frequently Asked Questions
CORRECT CAPITAL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298774), CORRECT CAPITAL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CORRECT CAPITAL WEALTH MANAGEMENT, LLC is headquartered in CLAYTON, MO.
CORRECT CAPITAL WEALTH MANAGEMENT, LLC serves 165 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, CORRECT CAPITAL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CORRECT CAPITAL WEALTH MANAGEMENT, LLC manages $807 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, CORRECT CAPITAL WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.02
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,642
Discretionary Accounts: 1,240
Non-Discretionary Accounts: 402
Regulatory Filings
CRD Number: 298774
Last Filing Date: 2024-03-26 00:00:00
Website: https://correctcap.com