$72.9M Total AUM
$72.9M Disc. AUM
-- 3Y CAGR
1 Employees
121 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-26-2020
- Office Locations
- 1
Office Locations
3710 168th ST NE B202 Arlington WA
About Wyatt Wealth Management
Wyatt Wealth Management is an Arlington, WA RIA providing investment management and strategic, tax-aware wealth planning for individuals and small-business owners. The firm builds diversified portfolios with a heavy use of ETFs and complements allocation work with retirement planning, cash-flow guidance, and charitable giving strategies. Custodied primarily at Charles Schwab.
Team overview
-- AVG AGE
$72.9M AVG AUM / ADVISOR
$602.2K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
Brian O Wyatt
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5438563
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,862,847 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,862,847 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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