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WYATT FINANCIAL L.L.C.
CRD 145809
514 QUEENSFERRY RD., CARY, NC, 27511, United States
Phone
919-622-2980
Fax
919-467-4755
Registration
— (—)
Source
State registered
Total AUM
$42.4M
Discretionary AUM
$42.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $13.3M |
| High net worth individuals | 18 | $29.1M |
Official SEC filing: View on IAPD