Pulliam Family Office

What Pulliam Family Office does

Pulliam Family Office, LLC is an SEC-registered multi-family office founded in 2019 by John Pulliam and headquartered in Crested Butte, Colorado. The firm delivers integrated wealth management to approximately 40 households with $5 million to $100 million in investable income, spanning mid-tier millionaire and ultra-high-net-worth families across 14 U.S. states. Its service menu is organized as a bundled/unbundled offering covering investment management, wealth transfer planning, entity advisory, risk management and insurance consulting, cash flow and financial planning, income tax planning and compliance, asset acquisition/disposition, charitable consulting, entity accounting, family meeting coordination, and coordination of each client's external advisors. The differentiator is an integration model in which Pulliam's team sits alongside — rather than replaces — the client's existing attorneys, accountants, investment professionals, and personal assistants, coordinated by Managing Director John Pulliam.

The firm's underlying technology is a secure client portal that delivers daily, consolidated reporting across investment accounts, providing real-time transparency into portfolio performance and asset allocation. Underlying technology stack details are otherwise limited; the portal is positioned as an ease-of-use differentiator versus traditional quarterly statement aggregation. Securities are offered through two broker-dealer partners — Simplicity Investments (FINRA/SIPC) and The Leaders Group, Inc. — creating a dual-channel execution capability alongside the advisory offering.

The revenue model combines asset-based advisory fees (consistent with a subscription/recurring AUM-based structure) with transaction-based compensation generated through affiliated registered representatives at Simplicity Investments and The Leaders Group. Pricing is flexible and tailored, with annual billing on bundled or unbundled packages. Go-to-market is sales-led and high-touch: client acquisition is driven by John Pulliam's three-decade personal network across Smith Barney, Merrill Lynch, and UBS, supplemented by a website with contact form and direct phone outreach. Customer concentration is inherently high given the ~40-household base, partially mitigated by an 11-year average client tenure that signals strong retention.

Name

Pulliam Family Office

Legal name

Pulliam Family Office, LLC

Website

https://pulliamfamilyoffice.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Pulliam Family Office is an SEC-registered multi-family office founded in 2019 serving approximately 40 families with $5M-$100M in investable income across 14 states, delivering integrated wealth management, tax, estate, and advisor coordination services through a high-touch, subscription-based model.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Trust & Fiduciary Services (FSAEAKAF), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Wealth management services
• Investment advisory services
• Multi-family office services
• Financial planning services
• Estate planning services

Headquarters

HQ city

Crested Butte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: Pulliam Family Office offers investment advisory services as a registered investment adviser with the SEC. The firm provides comprehensive wealth management including investment management, tax-efficient investing, risk management, and financial planning. Revenue is generated through advisory fees, likely based on assets under management (AUM) given the family office model.
2. Securities Services through Simplicity Investments: Securities are offered through Simplicity Investments, Member FINRA/SIPC. Registered representatives may receive transaction-based compensation, commissions, trails, revenue sharing, or other compensation in connection with brokerage activity. This creates potential conflicts of interest as financial professionals may recommend products based partly on compensation received.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels2 records

Core offering

Pulliam Family Office is a multi-family office that delivers comprehensive wealth management services to high-net-worth families. The firm integrates its team of CPAs, bookkeepers, and financial professionals with each client's existing attorneys, accountants, and investment advisors to coordinate investment management, tax planning, estate/wealth transfer planning, entity advisory, risk management, and family governance services.

Product overview

Pulliam Family Office is a multi-family office that provides an integrated ecosystem of wealth management services. The company offers a bundled menu of core services including Investment Management, Wealth Transfer Planning, Entity Advisory Services, Risk Management/Insurance Consulting, Cash Flow and Financial Planning, Income Tax Planning and Compliance, Asset Acquisition and Disposition, Charitable Consulting, Entity Accounting and Financial Reporting, Family Meetings coordination, and Coordination of Client Advisors. Services are delivered through Managing Director John Pulliam coordinating with the client's existing team of attorneys, accountants, and investment professionals. The offering is priced flexibly, allowing clients to bundle and unbundle services based on their needs, and serves approximately 40 families with $5 million to $100 million in investable income.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management

Quantifiable outcome

• Average client tenure of 11 years indicates strong retention

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Bessemer Trust: One of the largest U.S. multi-family offices, focused on families with $20M+ in investable assets. Comparable in integrated investment management, wealth transfer, and family governance services, though skews more UHNW than Pulliam.
• Mercer Advisors: Multi-family office and RIA serving HNW households with comprehensive wealth management, tax, and estate planning. Comparable in integrated service model and mid-tier millionaire focus, with broader geographic reach.
• Cresset Asset Management: Boutique multi-family office providing integrated wealth advisory, investment management, and family office services to HNW and UHNW families. Comparable boutique positioning with full-service family office capabilities.
• Geneva Capital Group: Mid-sized multi-family office serving HNW families across multiple U.S. states with integrated investment, tax, and estate services. Comparable in scale and target client segment.
• Mariner Wealth Advisors: National multi-family office providing integrated financial planning, investment management, tax, and estate services to HNW families. Direct competitor in the same client segment with a similar coordinated-advisor value proposition.
• Creative Planning: Large multi-family office and RIA offering integrated wealth management to HNW and UHNW families. Comparable in target segment ($5M+ households) and full-service family office offerings, though materially larger and backed by private equity.

Broad incumbents

• Northern Trust Wealth Management: Major trust-bank wealth manager offering family office, investment, and estate services to UHNW clients. Comparable in fiduciary and multi-generational capabilities but at materially larger scale and with a trust-bank legacy.
• Goldman Sachs Ayco: Goldman Sachs's wealth management arm focused on corporate executives and HNW families, offering integrated financial planning and family office services. Broader incumbent with comparable offerings but corporate-tied client base.

Emerging players

• Halbert Wealth Management: Boutique RIA and family office serving HNW families with holistic financial planning and investment services. Comparable in boutique positioning and integrated service model, though smaller client base.

Regional players

• Argent Financial Group: Regional multi-family office providing wealth management, trust, and advisory services across the U.S. Southeast and Mid-Atlantic. Comparable integrated family office model with regional concentration.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pulliam Family Office