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| Happy Holidays!! thanks for using AUM13F!! |
| Correct Capital Wealth Management LLC
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| CRD # | 298774 |
| SEC # | 801-114075 |
| CIK # | 0001844835 |
| AUM | $921.5 M (2025-03-31) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 314-930-4015 |
| Address | 130 S Bemiston Avenue Clayton, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 113.7 | ||
| MicroStrategy Inc | 85.7 | ||
| Apple Inc | 5.9 | ||
| Amazon Com Inc | 5.1 | ||
| Microsoft Corp | 4.3 | ||
| Facebook Inc | 4.2 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Schwab Charles Corp | 3.2 | ||
| Goldman Sachs Group Inc | 2.6 | ||
| Waste Management Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 93.4 |
| (b) Individuals (high net worth individuals) | 165 | 617.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 210.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,730 | 921.5 |
| By Discretionary | ||
| Discretionary | 1,340 | 486.3 |
| Non-Discretionary | 390 | 435.2 |
| Total | 1,730 | 921.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 921.5 | |
| Total | 1,730 | 921.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844835] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Correct Capital Wealth Management LLC
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|
MO | 0.9 |
|
Jackson Square Capital LLC
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|
CA | 0.5 |
|
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GA | 0.4 |
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Jocelyn Investment Management LLC
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CA | 0.9 |
|
JMAC Enterprises LLC
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PA | 0.9 |
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AR | 0.9 |
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Asset Strategy Advisors LLC
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MA | 0.9 |