Bryant Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,307,382
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
9
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$367,487
About
The firm provides financial planning and portfolio management to individual clients — including trusts, estates, and retirement plans — and to small businesses such as corporations and sole proprietorships. Its financial planning work focuses on cashflow and net worth analysis, funding projects, savings and financing scenarios, and it also offers ongoing discretionary investment supervisory services (about $3.3 million in discretionary AUM reported as of December 31, 2024).
The firm’s investment approach combines qualitative and quantitative analysis to construct diversified portfolios based on strategic asset allocation and flexible risk-weight targeting, drawing on annual reports, prospectuses, SEC filings, rating services, and external research. Implementation strategies span long- and short-term purchases, trading, and option writing (including cash‑secured puts and covered calls).
Noteworthy features disclosed in the brochure include an arrangement with an insurance intermediary to offer life insurance products and the receipt of commissions for insurance sales, a disclosed potential conflict of interest. The firm also conducts bill‑paying, bookkeeping, and financial management consulting (using QuickBooks Online Accountant access) as a separate line of business and maintains an institutional custodial relationship to access institutional trading, custody, and reporting tools.
Client services
Financial planning
Portfolio management
Fee options
Under $125,000 - $124,999: 2.00% $125,000 - $249,999: 1.75% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $5,000,000: 0.75% Over $5,000,000+: 0.50%
$150 per hour for routine work; $250 per hour for non-routine work including research
Account minimum: $125,000 Fee-only: Hourly charges ranging from $150 to $250 per hour for financial planning services
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Bryant Wealth Management, Inc.
Longview WA, United States
Number of offices
1
Forms ADV
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