Bryant Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 142236
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI76.01%
- Individuals23.44%
- Corporations / Businesses0.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bryant Wealth Management, Inc. operates as an independent registered investment adviser serving individuals, families and a small number of institutional clients. The firm combines portfolio management with financial planning, and also performs insurance brokerage and accounting activities for its client base. Its advisory model is discretionary in practice and it charges a mix of percentage-of-AUM fees along with hourly, fixed-fee and commission arrangements, which suggests flexibility to serve both ongoing investment mandates and project-based planning work. Investment activity centers on liquid, professionally managed public vehicles rather than direct stock-picking or acting as a primary capital allocator. Bryant Wealth favors pooled public funds and mutual funds as the backbone of client portfolios and supplements those core exposures with fixed income instruments. The firm does not position itself as an ESG-focused manager and appears to operate on a single-state footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
John Bryant
Chief Compliance OfficerCRD 4143836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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