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323 Wealth Management, LLC

Headquartered in FLOWER MOUND, TX

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Firm Information

323 Wealth Management, LLC is an investment advisory firm managing approximately $72.15 million in assets for 136 clients. The firm specializes in financial planning and portfolio management for individuals and high-net-worth individuals. They are registered with the Securities and Exchange Commission and have a team of one licensed agent and one investment adviser representative.

323 Wealth Management, LLC

$72.14M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

323 WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

FLOWER MOUND, TX

Advisors at 323 Wealth Management, LLC

View All 1 Advisors
Unclaimed
Gregory Wayne Wilson

CFP®, CFA®, RA

FLOWER MOUND, TX

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Disclosures

There are no public disclosures for 323 Wealth Management, LLC.

Frequently Asked Questions (7)

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