Culbreth Wealth Management

Culbreth Wealth Management (CRD# 325196) is a financial advisory firm headquartered in Dacula, GA. They manage $62,686,145 in 349 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2098 Teron Trace, Suite 700, Dacula, GA 30019
https://culbrethwm.com/
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $179,616
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TN, TX

Financial Advisors at Culbreth Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Paul Culbreth, financial advisor Dacula GA
Paul H. Culbreth
CRD#: 4970743
2098 Teron Trace, Suite 700, Dacula, GA 30019

Paul Culbreth (CRD# 4970743) is an Investment Advisor Representative working at Culbreth Wealth Management in Dacula, GA and has over 18 years of experience in the finance industry.

2
Sarah Wilson, financial advisor Dacula GA
Sarah A. Wilson
CRD#: 7219675
2098 Teron Trace, Suite 700, Dacula, GA 30019

Sarah Wilson (CRD# 7219675) is an Investment Advisor Representative working at Culbreth Wealth Management in Dacula, GA and has over 2 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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