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CULBRETH WEALTH MANAGEMENT
CULBRETH WEALTH MANAGEMENT, LLC
CRD 325196
2098 TERON TRACE, SUITE 700, DACULA, GA, 30019, United States
Phone
770-979-1301
Fax
770-904-5469
Registration
— (—)
Source
State registered
Total AUM
$75.0M
Discretionary AUM
$71.4M
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $33.5M |
| High net worth individuals | 26 | $32.6M |
| Pension/profit sharing plans | 7 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD