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Culbreth Wealth Management
CULBRETH WEALTH MANAGEMENT is a state-registered investment adviser in DACULA, GA. The firm manages $75 million in assets, $71 million on a discretionary...
Overview
CULBRETH WEALTH MANAGEMENT is a state-registered investment adviser in DACULA, GA. The firm manages $75 million in assets, $71 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Derek Culbreth
Founder
Frequently asked questions
Who runs investment decisions at Culbreth Wealth Management?
Founder Derek Culbreth leads the office, making investment decisions and sourcing deals. The firm does not publish a broader investment committee or additional principals.
Does Culbreth Wealth Management run pooled funds or only direct deals?
The firm operates on a deal-by-deal syndication model. It does not publicly offer pooled investment vehicles or discretionary separately managed accounts.
What investment types does Culbreth Wealth Management typically target?
The office concentrates on real estate, distressed and special-situation credit, and privately held operating companies, with an emphasis on niche opportunities that fall below institutional-scale thresholds.
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