130 S Bemiston Avenue
Suite 602
Clayton, Missouri 63105
Tel: 314-930-4015
CORRECT CAPITAL WEALTH MANAGEMENT, LLC, formally registered with the SEC as CORRECT CAPITAL WEALTH MANAGEMENT, LLC. The firm was established in 09/28/2018. They have over 1 offices throughout the country.
CORRECT CAPITAL WEALTH MANAGEMENT, LLC is a Clayton, Missouri based Financial Planning firm with nearly $806,536,678 assets under management, offering retirement planning & investment advisory services to 1642 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 298774 |
SEC# | 801-114075 |
Assets Managed by Firm | $806,536,678 |
No. of Clients | 1642 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1642 | $806,536,678 |
Individuals (other than high net worth individuals) | 238 | $63,315,707 |
High net worth individuals | 183 | $530,981,793 |
Pension and profit sharing plans | 37 | $212,239,178 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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