323 Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
323 Wealth Management is an independent, state-registered advisory firm that serves individual and high‑net‑worth clients through discretionary asset management and financial planning. The firm provides managed accounts and consulting services and also offers participant-account management for held‑away defined contribution plan assets through a third‑party aggregation platform (Pontera, formerly FeeX).
The advisor tailors portfolios to client objectives, time horizon, and risk tolerance using asset-allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term strategies, with account reviews at least quarterly. The firm’s managed account programs are discretionary and, per its disclosures, can employ separately managed account strategies that may involve borrowing and the use of derivatives — risks the brochure describes and that the firm monitors and discloses to clients.
This practice is run by a single advisor who holds CFP and CFA designations and has prior experience at major custodians, and it uses multiple clearing platforms (Charles Schwab, Fidelity, and Altruist) to match platform features to client needs. The advisor is also a licensed insurance agent (disclosed as a small portion of activity), and the brochure explains that commissionable insurance sales are available but represent a potential conflict of interest that is disclosed to clients.
Client services
Expertise
Fee options
Fixed fees for longer-term consulting projects up to $200,000 per project
$0 - $499,999: 1.25% $500,000 - $1,999,999: 0.90% $2,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.60% $10,000,000 - $19,999,999: 0.50% $20,000,000+: Negotiable
$200 - $500 per hour, depending on negotiation
Account minimum: $1,000,000 Fee-only: Hourly fees range from $200 - $500 per hour; Fixed fees up to $200,000 per project; Financial planning fees may be fixed, hourly, or annually updated; Fees are negotiable
Main office
2201 Spinks Road, Suite 271
Flower Mound TX 75022
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Gregory W
CFP®, CFA®, Series 63, Series 66
Flower Mound, TX
323 Wealth Management, LLC
Gregory Wilson is the sole advisor at 323 Wealth Management, LLC in Flower Mound, TX. He holds CFP® and CFA® designations and has 21 years of industry experience, including 11 years at Charles Schwab. He is also a licensed insurance agent, with a minor part of his practice involving insurance sales. 323 Wealth Management is an independent advisory firm serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm offers managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets using a third-party aggregation platform.
Luke M
CFP®, Series 65
Flower Mound, TX
323 Wealth Management, LLC
Luke Mckee is a CFP® and Series 65 credentialed advisor with over ten years of experience in financial services. He currently leads 323 Wealth Management, LLC, an independent advisory firm based in Flower Mound, TX. Prior to founding 323 Wealth Management, he held roles at Happy State Bank, Expansion Industries, LLC, and JavelinIP, LLC. 323 Wealth Management serves individual and high-net-worth clients through discretionary asset management and financial planning, offering managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets via a third-party aggregation platform.
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