323 Wealth Management, LLC

323 Wealth Management, LLC (CRD# 307266) is a financial advisory firm headquartered in Flower Mound, TX. They manage $72,145,000 in 136 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2201 Spinks Road, Suite 270, Flower Mound, TX 75022
https://www.323wm.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $530,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at 323 Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Wilson, financial advisor Flower Mound TX
Gregory W. Wilson
CRD#: 4854846
2201 Spinks Road, Suite 270, Flower Mound, TX 75022

Gregory Wilson (CRD# 4854846) is an Investment Advisor Representative working at 323 Wealth Management, LLC in Flower Mound, TX and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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