PC
Paul H. Culbreth
CULBRETH WEALTH MANAGEMENT
Dacula, GA 30019
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CRD#: 4970743
PC
Professional summary
Paul H. Culbreth, CFP®, who also goes by Paul Howard Culbreth, Paul Culbreth, is a registered financial advisor currently at CULBRETH WEALTH MANAGEMENT located in Dacula, Georgia.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Paul has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Howard Culbreth | Paul Culbreth
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PST ADVISORS, LLC; INVESTMENT RELATED; ONE BELLMONT AVE, STE 1000, BALA CYNWYD, PA 19004; MODEL PORTFOLIOS; PASSIVE MINORITY MEMBER; 09/2018; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; PASSIVE INVESTOR AND BOARD MEMBER. 2) EPWD LLC; NON-INVESTMENT RELATED; 209 TERON TRACE, STE 700, DACULA, GA 30019; REAL ESTATE HOLDING COMPANY; MEMBER; 07/2021; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; 50% OWNER AND MEMBER IN ENTITY THAT LEASES OFFICE SPACE TO CULBRETH WEALTH MANAGEMENT, LLC. 3) RAINBOW VILLAGE, INC.; NON-INVESTMENT RELATED; 3427 DULUTH HWY, #120, DULUTH, GA 30096; NON-PROFIT SERVING TRANSITIONAL HOUSING NEEDS; TREASURER; 01/2021; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; BOARD OF DIRECTORS MEMBER AND TREASURER; CHAIR OF FINANCE COMMITTEE (NON-INVESTMENT RELATED). 4) SERVICES PLUS, INC.; NON-INVESTMENT RELATED; 2098 TERON TRACE, STE 700, DACULA, GA 30019; ENTITY CREATED FOR ADVISOR RELATED EXPENSES AND COMPENSATION; CEO AND SECRETARY; 03/1988; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; MANAGE EXPENSES. 5) QG INFRA, LLC; NON-INVESTMENT RELATED; 2098 TERON TRACE, STE 700, DACULA, GA 30019; ENTITY CREATED FOR PURPOSE OF IPPA (INTERNATIONAL POWER PURCHASE AGREEMENTS) FOR SOLAR INVESTMENTS; MANAGING MEMBER; 08/2017; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; MANAGE EXPENSES. 6) ZSPC PROPERTIES, LLC; NON-INVESTMENT RELATED; 2098 TERON TRACE, STE. 700, DACULA, GA 30019; ENTITY CREATED FOR PURPOSE OF HOLDING RESIDENTIAL REAL ESTATE LOT; INVESTOR; 07/2023; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; 50% INVESTOR.
CRS (Client Relationship Summary) - RIA
Click below to view Paul H. Culbreth's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
April 27, 2023 - Present
CULBRETH WEALTH MANAGEMENT
Office #1: 2098 Teron Trace Suite 700, Dacula, GA 30019RIA
CRD#: 325196
Dacula, GA
Past
January 31, 2007 - May 8, 2023
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
DACULA, GA
Past
August 11, 2005 - May 8, 2023
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
DACULA, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/31/2023)
IAR
Georgia(4/27/2023)
IAR
North Carolina(4/27/2023)
IAR
South Carolina(4/27/2023)
IAR
Tennessee(4/28/2023)
IAR
Texas(4/27/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CULBRETH WEALTH MANAGEMENT
CULBRETH WEALTH MANAGEMENT | CULBRETH WEALTH MANAGEMENT, LLC
CRD#: 325196 / SEC#:
Florida
Registered Investment Advisory firm - (5/31/2023 Approved)Georgia
Registered Investment Advisory firm - (4/27/2023 Approved)North Carolina
Registered Investment Advisory firm - (4/27/2023 Approved)South Carolina
Registered Investment Advisory firm - (4/27/2023 Approved)Tennessee
Registered Investment Advisory firm - (4/28/2023 Approved)Texas
Registered Investment Advisory firm - (2/1/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2098 Teron Trace Suite 700, Dacula, GA 30019
Mailing Address
Phone number
(770) 979-1301
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 365 |
| AUM (Assets Under Management) | $ 72,968,273 |
Red Flags
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Company Information
CULBRETH WEALTH MANAGEMENT
CRD#: 325196Dacula, GA 30019TRUST BUT VERIFY
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