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| Correct Capital Wealth Management LLC
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|---|---|
| CRD # | 298774 |
| SEC # | 801-114075 |
| CIK # | 0001844835 |
| AUM | 889.3 M (2026-02-27) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 314-930-4015 |
| Address | 130 S Bemiston Avenue Clayton, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procap Financial Inc | 7.9 | ||
| Apple Inc | 6.6 | ||
| Microsoft Corp | 6.0 | ||
| Amazon Com Inc | 4.9 | ||
| Facebook Inc | 3.8 | ||
| Salesforce Com Inc | 3.6 | ||
| Johnson & Johnson | 3.6 | ||
| J P Morgan Chase & Co | 3.6 | ||
| Goldman Sachs Group Inc | 3.3 | ||
| Chevron Corp | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 101.3 |
| (b) Individuals (high net worth individuals) | 174 | 623.0 |
| (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 | 35 | 165.1 |
| (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 | 1,769 | 889.3 |
| By Discretionary | ||
| Discretionary | 1,381 | 601.0 |
| Non-Discretionary | 388 | 288.3 |
| Total | 1,769 | 889.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 889.3 | |
| Total | 1,769 | 889.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844835] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Correct Capital Wealth Management LLC
✚
|
MO | 889.3 M |
|
Jackson Square Capital LLC
✚
|
CA | 564.3 M |
|
Paces Ferry Wealth Advisors LLC
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|
GA | 491.2 M |
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|---|---|---|
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Autopilot Advisers LLC
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NY | 892.4 M |
|
Investment Partners Ltd
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OH | 892.3 M |
|
Headinvest LLC
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|
ME | 891.8 M |
|
Swisspartners Advisors AG
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|
891.8 M | |
|
Southland Equity Partners LLC
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|
891.5 M | |
|
3Chopt Investment Partners LLC
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|
VA | 889.4 M |
|
Go Invest LLC
✚
|
UT | 889.0 M |
|
Westside Investment Management LLC
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|
CA | 888.8 M |
|
Bernicke Wealth Management Ltd
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|
WI | 887.4 M |
|
Strata Wealth Advisors LLC
✚
|
TX | 886.1 M |