# Culbreth WM

> Mobile client portal for financial account viewing and document management. (iPhone/iPad app by Culbreth Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/culbreth-wm/id6452014857 (this page in markdown: same URL + `.md`)
- Developer: [Culbreth Wealth Management, LLC](https://appshunter.io/developer/1698698846)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2023-07-23
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/culbreth-wm/id6452014857/reviews.md

## What is Culbreth WM?

This mobile app allows clients to view their account balances, performance reports, financial plan and document vault. Please reach out if assistance is needed in setting up your mobile app. Culbreth Wealth Management is located in Dacula, GA and provides full financial planning and wealth management services to clients across the United States. If you are not a client and are interested in learning more, please check out our website at www.culbrethwm.com.

## Key features

- View account balances
- Access performance reports
- Review financial plans
- Document vault access
- Client support


## Frequently asked questions about Culbreth WM

### What can I do with Culbreth WM?

Culbreth WM allows you to view your account balances, check performance reports, access your financial plan, and retrieve documents from your secure vault. It provides a convenient way to stay updated on your financial status.

### Is Culbreth WM secure?

While specific security features are not detailed, as a financial management app, it is designed with client data security in mind. Users can access their sensitive financial information through the platform.

### What financial institutions does Culbreth WM support?

The app is designed for clients of Culbreth Wealth Management and provides access to their specific account information managed by the firm. It does not directly integrate with external financial institutions for account aggregation.

### How often is Culbreth WM updated?

The app was last updated on September 6, 2024, with version 5.14.0. This indicates a commitment to regular maintenance and potential feature enhancements.

### What devices can I use Culbreth WM on?

Culbreth WM is available for iPhone and iPad devices. It is designed to be accessible on Apple's mobile and tablet platforms.

### What is the age rating for Culbreth WM?

Culbreth WM has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content is present within the application.

### Does Culbreth WM have ads?

No, Culbreth WM does not contain advertisements. As a free app for clients, it focuses on providing a clean and uninterrupted experience for accessing financial information.

### How do I get help setting up Culbreth WM?

If you need assistance setting up your mobile app, you can reach out directly to Culbreth Wealth Management for support. They are available to help clients navigate the application.

## Version history (last 4 releases)

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.5 — 2023-07-23

No release notes.

## Apps similar to Culbreth WM

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [UMB Private Wealth](https://appshunter.io/ios/app/umb-private-wealth/id6748466029) | — | Free | Finance |
| [BKM Wealth](https://appshunter.io/ios/app/bkm-wealth/id1673805184) | 5.0 (3) | Free | Finance |
| [Unrivaled WM](https://appshunter.io/ios/app/unrivaled-wm/id6449599047) | 5.0 (2) | Free | Finance |
| [Paulson Wealth Mobile](https://appshunter.io/ios/app/paulson-wealth-mobile/id1006714886) | 5.0 (2) | Free | Finance |
| [MyJWA](https://appshunter.io/ios/app/myjwa/id6459537525) | 5.0 (1) | Free | Finance |
| [Womack Wealth](https://appshunter.io/ios/app/womack-wealth/id1455399319) | 5.0 (1) | Free | Finance |

## Related topics

[culbreth wm](https://appshunter.io/ios/topics/culbreth-wm)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-05.*