WYATT FINANCIAL L.L.C.

Overview

Wyatt Financial L.L.C. is a small, client-focused wealth adviser organized as a limited liability company that concentrates on portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family accounts and its stated fee arrangements include both a percentage of assets under management and fixed fees, indicating a mix of traditional AUM relationships and project- or retainer-style engagements. Wyatt Financial lists “Other Financial Product Salesperson” among its business activities, which aligns with its use of annuities alongside more traditional investment products. Investment preferences lean toward equities: the firm reports a clear preference for exchange-traded equities as the primary asset type on the platform it manages. Wyatt Financial does not identify itself as an active ESG investor, and it is not registered as a multi-state adviser, which suggests a concentrated, regionally focused advisory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices