Advisor at Wyatt Financial L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wyatt Financial L.L.C.
Location
Cary, NC 27511
Credentials
Series 65
Industry experience
17 years
Jim Wyatt is a Series 65 licensed financial advisor with 17 years of industry experience. He is the principal of Wyatt Financial L.L.C. and also owns Wyatt Family Office, L.L.C., where he provides tax and planning services, spending up to 30% of his time on this practice. His career includes over two decades as a CPA through his own firm, Jim K Wyatt CPA. Wyatt Financial L.L.C. is an independent, single-advisor registered investment adviser managing approximately $39 million for about 56 clients. The firm offers discretionary portfolio management to individuals and various institutional clients, using customized investment policies and a range of securities including equities, mutual funds, ETFs, REITs, and bonds.
Available in some circumstances at firm's discretion, invoiced quarterly.
$0 - $999,999: 0.95% $1,000,000+: Negotiable
Account minimum: $250,000
1125 Kildaire Farm Road, Suite 205
Cary, NC 27511
North Carolina
Wyatt Family Office, L.L.C.
2020 - Present (6 years)
Wyatt Financial L.L.C.
2008 - Present (18 years)
Jim K Wyatt CPA
1997 - 2020 (23 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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