323 Wealth Management, Llc
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 307266
· Flower Mound, TX
· www.323wm.com
☆ Save with Pro
ADV data as of Mar 23, 2026
- Regulatory AUM
- $109M
- Discretionary
- $109M
- Clients
- 53
- Avg AUM / client
- $2.0M
- Accounts
- 193
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $8.2M | 7.56% |
| High net worth individuals | 34 | $100M | 92.4% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Wayne Wilson | Registered representative | CFP CFA | Mar 2020 (6y) | |
| Luke A. Mckee | Registered representative | CFP | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $93.5M (86% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗