CRD: 142236
Bryant Wealth Management, Inc.
$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-27-2006
- Office Locations
- 1
Office Locations
-- Longview WA
About Bryant Wealth Management, Inc.
Bryant Wealth Management, Inc. is a Longview-based RIA. The firm has been operating for 19 years. Managing $3.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$493.5K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
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Services
Available
Owner & Executives
J
JOHN CHRISTOPHER BRYANT
Branch Manager, Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President
- CRD
- #4143836
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,947,621 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,947,621 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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