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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2004
- Office Locations
- 4
Office Locations
About Smith & Wyatt
Smith & Wyatt is a Texas-based fiduciary advisory firm focused on retirement planning for people growing wealth and those retired or nearing retirement, including entrepreneurs. The team provides financial planning, tax-aware portfolio construction and ongoing asset management, with solutions often implemented using mutual funds and ETFs. Lead advisor Wade Smith participates in Ramsey Solutions' SmartVestor Pro referral network.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ELIZABETH LYNNETTE SMITH
Administrative Assistant
- CRD
- --
- Ownership
- 50% but less than 75%
WADE SMITH
Investment Advisor, Managing Member
- CRD
- #6017936
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Kevin Thomas Dugan
Financial Advisor, Partner
- CRD
- #7370406
Samuel Ignacio Eberts
Financial Advisor
- CRD
- #7349385
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,287,000 | $278,405 |
| Non-Discretionary | $6,200,000 | $6,200,000 |
| Total | $207,487,000 | $286,584 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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