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| Correct Capital Wealth Management LLC
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|---|---|
| CRD # | 298774 |
| SEC # | 801-114075 |
| CIK # | 0001844835 |
| AUM | $806.5 MM (2024-03-26) |
| Employees | 5 (100% Investors, 40% Brokers) |
| Phone | 314-930-4015 |
| Address | 130 S Bemiston Avenue Clayton, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CORZ | 554.8 | 13.9 | |
| AAPL | 2,382,844.0 | 7.3 | |
| AMZN | 1,092,997.8 | 4.2 | |
| MSFT | 1,918,222.4 | 3.2 | |
| GOOGL | 1,475,138.5 | 2.8 | |
| QCOM | 147,392.0 | 2.6 | |
| SCHW | 121,688.8 | 2.1 | |
| JPM | 340,169.2 | 2.1 | |
| XOM | 385,508.3 | 2.1 | |
| HD | 277,648.0 | 2.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 63.3 |
| (b) Individuals (high net worth individuals) | 183 | 531.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 212.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,642 | 806.5 |
| By Discretionary | ||
| Discretionary | 1,240 | 424.8 |
| Non-Discretionary | 402 | 381.7 |
| Total | 1,642 | 806.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 806.5 | |
| Total | 1,642 | 806.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844835] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Correct Capital Wealth Management LLC
✚
|
MO | 0.8 |
|
Jackson Square Capital LLC
✚
|
CA | 0.4 |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.4 |
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Bluestem Wealth Partners LLC
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MN | 0.8 |
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Next Level Private LLC
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NY | 0.8 |
|
Roehl & YI Investment Advisors LLC
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OR | 0.8 |
|
Randolph Co Inc
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OH | 0.8 |
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O'Hagan Group Inc
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PA | 0.8 |
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Concord Wealth Partners
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VA | 0.8 |
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Cardinal Capital Management Inc
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0.8 | |
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Sittner & Nelson LLC
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OR | 0.8 |
|
LS Investment Advisors LLC
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|
MI | 0.8 |
|
Moody Aldrich Partners LLC
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|
MA | 0.8 |