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SMITH & WYATT
511 University Dr. E
Suite 210
College Station, Texas 77840
Tel: 979-431-5440
About SMITH & WYATT
SMITH & WYATT, formally registered with the SEC as SMITH & WYATT. The firm was established in 10/27/2023. They have over 6 offices throughout the country.
SMITH & WYATT is a College Station, Texas based Financial Planning firm with nearly $158,577,226 assets under management, offering retirement planning & investment advisory services to 681 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285310 |
| SEC# | 801-128977 |
| Assets Managed by Firm | $158,577,226 |
| No. of Clients | 681 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SET UP FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (SOLICITOR)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 681 | $158,577,226 |
| Individuals (other than high net worth individuals) | 622 | $90,902,830 |
| High net worth individuals | 22 | $67,674,396 |
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|---|---|---|---|
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