RIA Intel›Advisers›Georgia›CULBRETH WEALTH MANAGEMENT, LLC

CULBRETH WEALTH MANAGEMENT, LLC

Advisory

DACULA, GA

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in GA

#526

of 607 advisers by AUM

Average account

$202K

across 371 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$75M

Discretionary AUM$71M

Non-Discretionary AUM$4M

Discretionary %95.3%

Total Clients148

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA, NC, SC, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

148 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

PEF ADVISORS, LLC

$75M

ARKIN FINANCIAL ADVISORS, LLC

$75M

QED CAPITALWORKS LLC

$75M

CHRISTIAN VALUES INVESTING, INC.

$75M

HOLLAND FINANCIAL SERVICES, INC.

$76M

$74M

Get the full picture on CULBRETH WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CULBRETH WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans