323 WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$109M
Discretionary
$109M
100% of AUM
Avg account
$562K
Accounts
193
Employees
3
Advisory reps
3

Firm details

Headquarters
FLOWER MOUND, Texas
CRD number
307266
Website
www.323wm.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI92.44%
  • Individuals7.56%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

323 Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm also operates as an insurance broker. It does not describe itself as an ESG-focused investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 33%, Cash & Cash Equivalents 10%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents10%
  • Non-Exchange Traded Equities1%
  • State & Local Bonds1%

Contacts

3 of 3

  • SUSAN WILSON

    Customer Experience ManagerCRD 7878616

  • GREGORY WILSON

    Founder and Managing PrincipalCRD 4854846

  • LUKE MCKEE

    Associate AdvisorCRD 8226921

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FLOWER MOUND, TX

DENTON

Location

FLOWER MOUND, TX

Headquartered in FLOWER MOUND, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DENTON
Address
2201 Spinks Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth