Bryant Wealth Management, Inc.

RIASEC Registered
Total AUM
$3.9M
Discretionary
$3.9M
100% of AUM
Avg account
$359K
Accounts
11
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • John Bryant

    John Bryant

    Chief Compliance OfficerCRD 4143836

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth