Culbreth WM
Culbreth Wealth Management, LLC Finance iPhoneiPadiPod touch
Culbreth WM is a free Finance app for iPhone and iPad by Culbreth Wealth Management, LLC. Rated 5.0/5 from 1 ratings. Requires iOS 13.4.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 38 MB
- Age 4+
- Updated
- Sep 6
- 2024 · v5.14.0
Screenshots
About 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.
What’s new
Version 5.14.0 · Updated September 6, 2024
- 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
App privacy
The developer, Culbreth Wealth Management, LLC, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
Used for: Analytics
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Identifiers: Device ID
- Diagnostics: Crash Data, Performance Data, Other Diagnostic Data
Used for: Analytics
Alternatives to Culbreth WM
Looking for apps like Culbreth WM? Here are 3 similar apps on the App Store. The highest rated is Tripletail WM (5.0/5), and all 3 are free to download.
| App | Rating | Price | Last updated |
|---|---|---|---|
| Culbreth WM | 5.0 / 5 (1 rating) | Free | September 6, 2024 |
| Tripletail WM | 5.0 / 5 (1) | Free | Sep 10, 2024 |
| Destination WM | – | Free | Jul 18, 2026 |
| Client Access | 4.0 / 5 (156) | Free | Sep 4, 2026 |