WYOMING SYSTEMS GROUP OF BUSINESSES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SEATTLE, Washington
CRD number
322387
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Wyoming Systems Group Of Businesses is organized as a corporation with individual ownership and presents itself primarily as a service-oriented business rather than a traditional investment advisory firm. Its documented activities are insurance brokerage and accounting, and it offers financial planning services. Compensation is reported on an hourly basis. The firm is marked as unclassified in FINTRX data, is not a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser.

Assets & Accounts

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

Owners & executives

1 of 1
  • KIRAN GADEPALLI

    President and CEOCRD 2404465

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
2040 43rd Ave E
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth