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
Culbreth Wealth Management
By the Numbers
-
Total Assets Under Management63MILLION
-
Total Number of Accounts349ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, NC, SC, TN, TX
Financial Advisors at Culbreth Wealth Management
1
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 (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.
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