RIA Intel›Advisers›North Carolina›WYATT FINANCIAL L.L.C.

WYATT FINANCIAL L.L.C.

Advisory

CARY, NC

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$786K

across 54 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

54 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

WEST END PARTNERS, LLC

$43M

SQUARE 1 VENTURES, LLC

$43M

HART INVESTMENT MANAGEMENT INC.

$43M

MOTT & ASSOCIATES INC

$43M

CADENCE WEALTH PARTNERS, LLC

$43M

MIMOSA INVESTMENT MANAGEMENT, LLC

WINSTON-SALEM, NC

$41M

Get the full picture on WYATT FINANCIAL L.L.C.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WYATT FINANCIAL L.L.C. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans