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WHEAT GIVENS FINANCIAL, LLC

8751 Collin Mckinney Parkway
Suite 903
Mckinney, Texas 75070
Tel: 214-385-2415

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About WHEAT GIVENS FINANCIAL, LLC

WHEAT GIVENS FINANCIAL, LLC, formally registered with the SEC as WHEAT GIVENS FINANCIAL, LLC. The firm was established in 07/29/2021. They have over 1 offices throughout the country.

WHEAT GIVENS FINANCIAL, LLC is a Mckinney, Texas based Financial Planning firm with nearly $140,888,717 assets under management, offering retirement planning & investment advisory services to 736 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#114258
SEC#801-121906
Assets Managed by Firm$140,888,717
No. of Clients736
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total736$140,888,717
Individuals (other than high net worth individuals)221$44,659,839
High net worth individuals57$95,398,924
Charitable organizations2$207,005
Corporations or other businesses2$622,949

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