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...
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.
Version History - 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 5.14.0 09/06/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 5.5 07/23/2023
Previous Versions
Here you can find the changelog of Culbreth WM since it was posted on our website on 2024-02-12 19:54:22.
The latest version is 5.14.0 and it was updated on 2026-06-24 11:26:48. See below the changes in each version.
Culbreth WM version 5.14.0
Updated At: 2026-06-03
Changes: Version History - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 5.5 07/23/2023
Culbreth WM version 5.14.0
Updated At: 2024-09-06
Changes: Sep 6, 2024
Version 5.14.0
- 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
Culbreth WM version 5.14.0
Updated At: 2024-09-06
Changes: - 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
Culbreth WM version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Culbreth WM version 5.5.2
Updated At: 2023-09-05
Changes: Sep 5, 2023
Version 5.5.2
Bug fixes and performance enhancements.
Disclaimer
Official App Store Link
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