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Culbreth Wealth Management
CULBRETH WEALTH MANAGEMENT is an SEC-registered investment adviser in DACULA, GA. The firm manages $75 million in assets, $71 million on a discretionary basis.
Culbreth Wealth Management
CULBRETH WEALTH MANAGEMENT is an SEC-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
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
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.
How does Culbreth Wealth Management source proprietary deal flow?
The firm sources transactions through principal networks and direct relationships rather than institutional channels or public auctions, consistent with its real-asset and private-credit focus.
Is Culbreth structured as a single family office or a multi-family syndicate?
It is fundamentally a single-family office, but Culbreth regularly syndicates deals to a curated group of qualified purchasers on a transaction-by-transaction basis, giving it elements of a private investment club.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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