WYATT WEALTH MANAGEMENT

Overview

Wyatt Wealth Management is a small independent registered investment adviser focused on individual and family clients. The firm centers its portfolios on public equities, using exchange-traded instruments as the primary vehicle for portfolio construction while layering in mutual funds and select alternative real estate exposures. Its advisory mix emphasizes financial planning and ongoing portfolio management for individuals and small businesses, and it charges clients via a combination of AUM fees, hourly billing and fixed-fee engagements. The firm does not list itself as an active ESG investor and manages client assets on a discretionary basis. Portfolio construction shows a clear tilt toward equity exposure, with separately managed accounts used to implement core positions. Given the heavy use of exchange-traded equities, Wyatt Wealth Management appears to favor liquid, easily tradable building blocks (both individual stocks and ETFs) to establish core and satellite sectors of client portfolios, while employing mutual funds and third-party real estate strategies where managers or access needs dictate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices