323 WEALTH MANAGEMENT, LLC

323 WEALTH MANAGEMENT, LLC of FLOWER MOUND, TX is an SEC-registered investment adviser (CRD 307266). Regulatory assets under management: $108.5M.

Registration

• CRD: 307266
• Type: Registered investment adviser
• Location: 2201 SPINKS ROAD, SUITE 271, FLOWER MOUND, TX, 75022
• Phone: 972-810-1414
• Latest filing: 2026-03-23
• Regulatory AUM: $108.5M
• Discretionary AUM: $108.5M
• Clients: 3
• Accounts: 193

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307266 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search