Pulse Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,148,739
Total clients
84
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
84
Average account size
$597,009
About
Pulse Wealth provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates, and small businesses. The firm combines portfolio management with financial planning and supplements estate‑document work through a third‑party technology partner.
The adviser constructs customized portfolios that rely primarily on ETFs and diversified mutual funds, applying both fundamental and technical analysis with a generally long‑term orientation while permitting shorter‑term trades when client objectives or market conditions warrant. Clients receive ongoing oversight including monthly progress calls and formal written plan updates twice per year.
Compared with many independent, solo‑advisor firms, Pulse Wealth bills clients via a flat fee paid monthly rather than a percentage‑of‑assets model and discloses the use of client testimonials in its advertising, both departures from common practice among peers. The firm also maintains an institutional relationship with its custodian platform that provides software and operational support and manages roughly $50 million in client assets as a single‑advisor practice.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Charitable giving & philanthropy
Cash flow / budgeting
Fee options
$6,600 annually ($550 per month) flat fee for wealth management services
Minimum fee: $6,600 annually ($550 per month) flat fee for wealth management services Fee-only: Flat annual fee of $6,600 for wealth management services, paid monthly in advance
Main office location
Pulse Wealth
Lexington KY, United States
Number of offices
1
Most active in
Pulse Wealth has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Kentucky · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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