M
CRD: 331695
Mccullough Wealth Management LLC
VAN Alstyne, TX, 75495
9723320700
$10.6M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-15-2024
- Office Locations
- 1
Office Locations
609 Lavender DR VAN Alstyne TX
About Mccullough Wealth Management LLC
Mccullough Wealth Management LLC is a VAN Alstyne-based RIA. The firm has been operating for 1 years. Managing $10.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$10.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Signal atlas Vector
Client Personas
Fusion
Investment Themes
Capital pathway Momentum Peak horizon
Investment Vehicles
Quantum unison
Services
Beacon Vital peak Horizon Momentum Pioneer Fusion value
Owner & Executives
J
Joseph Michael McCullough
Chief Compliance Officer, Managing Member
- CRD
- #7768494
- Ownership
- 75% or more
(582) 499-6378
signal.focus@catalystcapital.com
in linkedin.com/in/insight-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,619,455 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,619,455 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,619,455
Public Funds:
44.5% Equity - Exchange:
28.6% Cash:
26.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,424,401,035 | 44.5% |
| Equity - Exchange | $915,457,744 | 28.6% |
| Cash | $861,042,423 | 26.9% |
| Total | $3,200,901,202 | 100.0% |