# Pullman Wealth

> Pullman Wealth is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 340431
- Filed as: PULLMAN WEALTH
- Legal name: Pullman Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340431
- AdvisorCensus page: https://advisorcensus.com/firm/pullman-wealth-340431

## Quick answers

**How is Pullman Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Pullman Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Pullman Wealth registered with the SEC or a state?**
Pullman Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340431.

**How much does Pullman Wealth manage?**
Pullman Wealth reports $0 in regulatory assets under management in its Form ADV filing dated August 24, 2026.

**Does Pullman Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340431

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pullmanwealth.com
- LinkedIn @pullman-wealth
- X @PullmanWealth
- YouTube @PullmanWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pullman Wealth (CRD 340431): Form ADV filing data as of October 2026.