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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-12-2020
- Office Locations
- 1
Office Locations
About 323 Wealth Management, LLC
323 Wealth Management is an independent RIA in Flower Mound, TX led by founder Greg Wilson (CFA, CFP, MBA). The firm provides goal-based financial planning and discretionary investment management with a comprehensive, life-milestone approach, emphasizing advice over product or commission-driven portfolios. Wilson draws on 20+ years’ experience advising high-net-worth clients; portfolios commonly use ETFs and other public funds (custody via Fidelity/NFS).
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Owner & Executives
GREGORY WAYNE WILSON
MANAGING PRINCIPAL, Principal
- CRD
- #4854846
- Ownership
- 50% but less than 75%
SUSAN WILSON
Chief Compliance Officer, Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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LUKE A. MCKEE
--
- CRD
- #8226921
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $108,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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