8751 Collin Mckinney Parkway
Suite 903
Mckinney, Texas 75070
Tel: 214-385-2415
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 114258 |
SEC# | 801-121906 |
Assets Managed by Firm | $140,888,717 |
No. of Clients | 736 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 736 | $140,888,717 |
Individuals (other than high net worth individuals) | 221 | $44,659,839 |
High net worth individuals | 57 | $95,398,924 |
Charitable organizations | 2 | $207,005 |
Corporations or other businesses | 2 | $622,949 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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