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323 WEALTH MANAGEMENT, LLC
CRD 307266
2201 SPINKS ROAD, SUITE 271, FLOWER MOUND, TX, 75022, United States
Phone
972-810-1414
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$108.5M
Discretionary AUM
$108.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $8.2M |
| High net worth individuals | 34 | $100.3M |
All web addresses on file
Official SEC filing: View on IAPD