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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2024
- Office Locations
- 1
Office Locations
About Wysopal Wealth
Wysopal Wealth is a high-touch, planning-first financial advisory firm focused on equity-compensated professionals. Services include equity compensation planning, proactive tax planning (coordinating with clients’ CPAs), ongoing financial planning, and investment management using globally diversified, low-cost, tax-efficient portfolios. The firm is fee-only with no product sales or commissions; client accounts are held at Altruist or Charles Schwab, and the founder also delivers company equity-education webinars and podcast/media insights.
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Investment Themes
Investment Vehicles
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Owner & Executives
Brett Peter Wysopal
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #6769548
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,715,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,715,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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