# Culbreth Wealth Management

> Culbreth Wealth Management is a state-registered investment advisory firm in Dacula, GA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 325196
- Filed as: CULBRETH WEALTH MANAGEMENT
- Legal name: Culbreth Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dacula, GA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325196
- AdvisorCensus page: https://advisorcensus.com/firm/culbreth-wealth-management-dacula-ga-325196

## Quick answers

**How is Culbreth Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Culbreth Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Culbreth Wealth Management located?**
Culbreth Wealth Management's principal office is in Dacula, GA, according to its Form ADV.

**Is Culbreth Wealth Management registered with the SEC or a state?**
Culbreth Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325196.

**How much does Culbreth Wealth Management manage?**
Culbreth Wealth Management reports $74,983,311 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (95% discretionary).

**What types of clients does Culbreth Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (26); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Culbreth Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325196

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $74,983,311
- Discretionary: $71,431,108
- Non-discretionary: $3,552,203

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $33,540,384 |
| High net worth individuals | 26 | $32,631,870 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $3,336,775 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,474,282 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, NC, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- culbrethwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Culbreth Wealth Management (CRD 325196): Form ADV filing data as of October 2026.