CULBRETH WEALTH MANAGEMENT

CULBRETH WEALTH MANAGEMENT of DACULA, GA is an SEC-registered investment adviser (CRD 325196). Regulatory assets under management: $75.0M.

Registration

• CRD: 325196
• Type: Registered investment adviser
• Location: 2098 TERON TRACE, DACULA, GA, 30019
• Phone: 770-979-1301
• Latest filing: 2026-04-28
• Regulatory AUM: $75.0M
• Discretionary AUM: $71.4M
• Non-discretionary AUM: $3.6M
• Clients: 2
• Accounts: 371

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325196 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search