Best-in-State · rank 18 · Dothan, Alabama · listed firm: Pittman Wealth Management | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — Pittman Wealth Management | Wells Fargo Advisors Financial Network (high)
- “Pittman Wealth Management is a separate entity from WFAFN.” — firm_official
- Parent company — Wells Fargo & Company (high)
- “Wells Fargo Advisors Financial Network, LLC (WFAFN) is a registered broker‑dealer and non‑bank affiliate of Wells Fargo & Company.” — sec_finra_regulatory
- Firm type — ibd_rep (high)
- “Craig Pittman is an Investment Advisor Representative at Wells Fargo Advisors Financial Network, LLC in Dothan, AL” — professional_press
- “FiNet is how Wells Fargo Advisors serves the independent broker-dealer market.” — professional_press
- Team name — Pittman Wealth Management (high)
- “Craig Pittman is the dedicated professional behind Pittman Wealth Management in Dothan, Alabama.” — professional_press
- Team size — gap: not_found_after_search
- CRD — 4890601 (high)
- “Craig Pittman, CFP® : Securities Agent & Investment Advisor in Dothan, AL” — professional_press
- Years experience — 17 (high)
- “Craig Pittman (CRD# 4890601) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Dothan, AL and has over 17 years of experience in the finance industry.” — professional_press
- Designations — CFP (high)
- “Craig earned the CERTIFIED FINANCIAL PLANNER® professional designation from the College for Financial Planning” — professional_press
Book of business
- Team AUM ($M) — 394 (high)
- “Team Assets (Custodied): $394M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 11.5 (medium)
- “Typical Net Worth of Relationships: $3-20M” — forbes_shook
- Client niche — generalist (medium)
- “Pittman Wealth Management was formed with the belief that clients would be best served in an independent setting, with advisors who only work for their clients and have no interest or agenda other than the success of the” — firm_official
- Custodians — not_applicable (high)
- “Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.” — professional_press
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.pittmanwm.com (high)
- “Pittman Wealth Management - Home | Dothan, AL” — firm_official
- Value proposition (verbatim) — Helping clients develop and implement strategies for realizing their goals, building wealth, and preserving wealth for generations. (high)
- “Pittman Wealth Management's mission is to help clients develop and implement strategies for realizing their goals, building wealth, and preserving wealth for generations.” — firm_official
- Differentiators — Independent setting with no conflicts of interest, Access to Wells Fargo institutional resources, Personalized wealth strategy development (medium)
- “Pittman Wealth Management was formed with the belief that clients would be best served in an independent setting, with advisors who only work for their clients and have no interest or agenda other than the success of the” — firm_official
- “The firm maintains association with Wells Fargo Advisors Financial Network to provide clients with access to resources from a major investment firm while maintaining independent operations.” — professional_press
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/craig-pittman-cfp®-65b5898/ (high)
- “Craig Pittman, CFP® - Pittman Wealth Management, LLC. | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Craig Pittman is located in Greater Dothan and has 500+ connections on LinkedIn.” — social_or_third_party_db
- Press awards — Forbes Best-In-State Wealth Advisors 2026, Forbes Best-In-State Wealth Advisors 2025, Forbes Best-In-State Wealth Advisors 2024, Forbes Best-In-State Wealth Advisors 2023 (high)
- “Craig earned the CERTIFIED FINANCIAL PLANNER® professional designation from the College for Financial Planning and has been named one of the Forbes Best-In-State Wealth Advisors for 2021, 2022, 2023, 2024, 2025, and 2026” — professional_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search