M
McCullough Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,619,455
Total clients
9
44% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$1,179,939
About
The firm provides discretionary asset management and financial planning and consulting to individuals, high net worth clients, corporations, and other business entities, offering investment access to stocks, bonds, mutual funds, ETFs, REITs and variable annuities. It manages client accounts separately and delivers ongoing supervision and periodic reviews as part of its asset management and optional ongoing planning services.
The firm’s investment process combines fundamental and technical analysis with modern portfolio theory and implements long‑term, income, and tax‑efficient strategies tailored to each client’s objectives and risk profile. Accounts are generally managed on a discretionary basis with at least quarterly reviews and clients may impose reasonable investment restrictions or receive one‑time project plans instead of ongoing reviews.
Notably, certain associated persons are licensed insurance agents and may recommend and sell insurance products for commission, a conflict the firm discloses and permits clients to avoid by engaging other agents; the firm may also waive planning fees when clients engage its asset management services. The firm is a very small, recently formed solo practice managing roughly $10.6 million for a small client base and uses the Altruist custodial platform, including its Model Marketplace and tax management tools, with related model/tool fees that can be passed through to client accounts.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
Business Financial Management
General estate planning guidance
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$500 - $5,000 fixed fee for financial planning projects
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$100 - $500 per hour
Annual fee of $100 - $1,500 paid quarterly for ongoing financial planning and consulting services
Main office location
McCullough Wealth Management LLC
609 Lavender Dr
Van Alstyne TX 75495, United States
Number of offices
1
Most active in
McCullough Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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