$13.4M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- QuantumFocus +more
- Established Date
- 08-23-2018
- Office Locations
- 1
Office Locations
-- West Haven UT
About Bybee Wealth Management LLC
Bybee Wealth Management LLC is a West Haven, UT registered investment adviser serving retail clients with financial and investment planning, portfolio construction, and insurance planning. The firm’s managed accounts are implemented through ETF portfolios, and it works on platforms including Altruist.
Team overview
-- AVG AGE
$13.4M AVG AUM / ADVISOR
$310.9K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Quantum Vector signal Legacy
Custodian
Vector zenith Vector prime Eagle
Investment Themes
Harbor zenith Unison North alpha
Investment Vehicles
Atlas crest
Services
Bridge prime Catalyst ember Beacon alpha Frontier vital Peak foundation
Technology
Oak Bridge Summit bridge Bridge delta
Owner & Executives
Garrett W Bybee
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6781698
- Ownership
- 75% or more
(326) 737-4065
meridian.eagle@glaciercapital.com
in linkedin.com/in/optima-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,771,478 | -- |
| Non-Discretionary | $8,596,286 | -- |
| Total | $13,367,764 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,367,764
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,305,550,092 | 100.0% |
| Total | $2,305,550,092 | 100.0% |