W
$42.4M Total AUM
$42.4M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-24-2008
- Office Locations
- 1
Office Locations
1125 Kildaire Farm Road Suite 205 Cary NC
About Wyatt Financial L.l.c.
Wyatt Financial L.l.c. is a Cary-based RIA. The firm has been operating for 17 years. Managing $42.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
53 AVG AGE
$42.4M AVG AUM / ADVISOR
$785.9K AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JIM K WYATT
--
- CRD
- #4488893
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,440,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,440,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing