Wyatt Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$72,862,847
Total clients
118
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
118
Average account size
$617,482
About
Wyatt Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients, addressing goals such as retirement, cash‑flow, tax reduction, and estate preservation. As of December 31, 2025 the firm reported approximately $78.9 million in assets under management across roughly 118 client relationships and does not impose a formal account minimum.
The firm employs a broad set of analytic tools — including fundamental and technical analysis, charting, Modern Portfolio Theory, and quantitative analysis — to develop asset allocation, security selection, and monitoring for each client. Clients grant the firm discretionary trading authority (subject to any written client‑imposed restrictions), receive custodial statements and periodic performance reporting, and may engage the firm separately for financial planning delivered on a defined timeline with billing arrangements documented in the advisory agreement.
Notable features that distinguish the firm from many peers include a breakpoint fee schedule that applies a single fee rate to the entire portfolio at each tier (rather than a marginal per-tier calculation), participation in Charles Schwab’s institutional platform with the customary program benefits, and a stated practice to aggregate trades. The firm also does not vote client proxies (clients receive and vote their own proxies) and discloses a modest outside activity of owning rental properties that are managed by a third party.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Tax-loss harvesting
General tax planning
Wealth management
Fee options
Some legacy clients may pay a fixed fee rather than a percentage of assets managed; specific amounts not stated
$0 - $150,000: 1.25% annually $150,001 - $600,000: 1.00% annually $600,001 - $800,000: 0.85% annually $800,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.65% annually $5,000,000+: 0.40% annually
$200 per hour for financial planning
Fee-only: Hourly financial planning fee of $200 per hour
Main office location
Wyatt Wealth Management
3710 168 Th St Ne, B202
Arlington WA 98223, United States
Number of offices
1
Most active in
Wyatt Wealth Management has reported serving >5 clients in these states in the last 12 months.
Washington
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
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