CULBRETH WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$75M

Discretionary

$71.4M

95% of AUM

Avg account

$202K

Accounts

371

Employees

Advisory reps

Firm details

Headquarters: DACULA, Georgia
CRD number: 325196
Website: culbrethwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals44.73%
HNWI43.52%
Corporations / Businesses7.3%
Pension & Profit Sharing Plans4.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Culbreth Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works with both individual and family clients as well as institutional or business clients. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm bills through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. It does not identify as an active ESG investor and is not described as a multi-state or capital-allocating adviser. Culbreth also operates in sponsor and manager roles: it serves as an investment adviser and sponsor and acts as a general partner and managing member for pooled investment vehicles.