This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Merrill Lynch · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
About Pulse Wealth
Pulse Wealth is a Lexington, KY RIA built exclusively for medical sales professionals, aligning financial planning and tax strategy to commissions, bonuses and RSUs. The firm delivers proactive, quarterly accountability with a one-page view of a client’s financial life, and has served professionals from major pharma and med-device organizations. Portfolios are primarily ETF-based, custodied on platforms including Altruist.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DAVID ALLEN DEDMAN
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner, President
- CRD
- #2392198
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,148,739 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,148,739 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $50,148,739
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,037,062,660 | 16.7% |
| Public Funds | $1,968,556,068 | 31.7% |
| Cash | $3,204,337,322 | 51.6% |
| Total | $6,209,956,050 | 100.0% |