# McCullough Wealth Management LLC

> McCullough Wealth Management LLC is a state-registered investment advisory firm in Van Alstyne, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 331695
- Filed as: MCCULLOUGH WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Van Alstyne, TX
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331695
- AdvisorCensus page: https://advisorcensus.com/firm/mccullough-wealth-management-llc-van-alstyne-tx-331695

## Quick answers

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

**Where is McCullough Wealth Management LLC located?**
McCullough Wealth Management LLC's principal office is in Van Alstyne, TX, according to its Form ADV.

**Is McCullough Wealth Management LLC registered with the SEC or a state?**
McCullough Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331695.

**How much does McCullough Wealth Management LLC manage?**
McCullough Wealth Management LLC reports $10,619,455 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does McCullough Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (4).

**Does McCullough Wealth Management LLC 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/331695

## 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: $10,619,455
- Discretionary: $10,619,455
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,076,977 |
| High net worth individuals | 4 | $9,542,478 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McCullough Wealth Management LLC (CRD 331695): Form ADV filing data as of October 2026.