$75.0M Total AUM
$71.4M Disc. AUM
-- 3Y CAGR
2 Employees
153 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Community National Bank
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 04-27-2023
- Office Locations
- 1
Office Locations
2098 Teron Trace Suite 700 Dacula GA
About Culbreth Wealth Management
Culbreth Wealth Management is a fee-only financial planning and wealth management firm focused on retirement investments. Services include financial planning, portfolio/wealth management, tax planning, and fiduciary reviews of life insurance and annuities. The firm emphasizes unbiased, client-paid advice with no commissions or product sales incentives.
Team overview
41 AVG AGE
$75.0M AVG AUM / ADVISOR
$490.1K AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Oak
Asset Classes
Catalyst Beacon North Peak vital Vector Vertex
Custodian
Foundation
Investment Themes
Harbor foundation Delta Ridge Oak optima Focus oak
Investment Vehicles
Crest Optima
Services
Momentum zenith Harbor Insight momentum Wave alpha Timber Beacon radial Frontier matrix
Technology
Timber vector
Owner & Executives
PAUL H. CULBRETH
Chief Compliance Officer, PRINCIPAL
- CRD
- #4970743
- Ownership
- 75% or more
(932) 349-3862
pathway.summit@quantumcapital.com
in linkedin.com/in/catalyst-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,431,108 | -- |
| Non-Discretionary | $3,552,203 | -- |
| Total | $74,983,311 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,983,311
Other:
21.6% Cash:
16.1% Equity - Exchange:
25.1% U.S. Government/Agency:
16.9% Public Funds:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $152,701,296 | 21.6% |
| Cash | $113,819,022 | 16.1% |
| Equity - Exchange | $177,444,562 | 25.1% |
| U.S. Government/Agency | $119,474,625 | 16.9% |
| Public Funds | $143,510,941 | 20.3% |
| Total | $706,950,446 | 100.0% |