MCCULLOUGH WEALTH MANAGEMENT LLC

Overview

Mccullough Wealth Management LLC is a small independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management and insurance brokerage. The firm runs fee arrangements that include AUM-based fees, hourly charges and fixed fees, and it focuses on customized wealth management for a limited client base. Investment activity emphasizes public mutual funds and other pooled vehicles, supported by third-party allocations to real estate managers and use of annuities as planning tools. The firm does not position itself as an ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices