Bryant Wealth Management, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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