Culbreth WM vs UMB Private Wealth
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Culbreth WM
Access your financial accounts, track performance, and review your financial plan. Securely store important documents and get assistance with setup. This app is for existing clients of a wealth management firm.
- View account balances
- Access performance reports
- Review financial plans
- Document vault access
- Client support
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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.
UMB Private Wealth
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The UMB Private Wealth App is a comprehensive wealth management tool designed to provide a holistic view of your financial well-being, while keeping you connected to your Wealth Advisory Team. The app has the ability to consolidate all of your assets, display UMB investment account performance, provide a secure process to upload and share documents with your Wealth Advisory Team, allow you access to the key aspects of your financial plan and present relevant market news and commentary. For assistance in registering, please contact your Wealth Advisor. You must have current access to the online UMB Private Wealth site to be able to use this application.
Screenshots
Verdict
The clearest difference is update cadence: UMB Private Wealth at every 2 months against Culbreth WM's every 5 months. Culbreth WM's advantage is iOS requirement (13.4 vs 15.5). On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Culbreth WM ships an update every 5 months, UMB Private Wealth every 2 months. The most recent releases landed on November 3, 2026 and November 8, 2026 respectively.
| Parameter | Culbreth WM | UMB Private Wealth |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | — |
| Number of ratings | 1 — better | — |
| Update frequency | Every 5 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 13.4 — better | 15.5 |
| Further details — not scored | ||
| Size | 38 MB | 143 MB |
| Age rating | 4+ | 4+ |
| Developer | Culbreth Wealth Management, LLC | UMB Financial Corporation |
In-app purchases
Culbreth WM
No in-app purchases
UMB Private Wealth
No in-app purchases
Questions
Is Culbreth WM free?
Is UMB Private Wealth free?
Do Culbreth WM or UMB Private Wealth have ads?
Which is updated more often, Culbreth WM or UMB Private Wealth?
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