Bryant Wealth Management, Inc.

RIAState Registered
Total AUM
$3.9M
Discretionary
$3.9M
100% of AUM
Avg account
$359K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
142236
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types
  • HNWI76.01%
  • Individuals23.44%
  • Corporations / Businesses0.55%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bryant Wealth Management, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm works with both individual/family and institutional clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee mix includes percentage-of-AUM billing alongside hourly and fixed fees and commission-based work, reflecting a hybrid advisory/sales model. The firm also conducts insurance brokerage and accounting activities and lists affiliations with accounting and insurance industry partners. Bryant Wealth Management does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth