Smith & Wyatt
Smith & Wyatt is an SEC-registered mass-market adviser in College Station, TX with $207.5M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Smith & Wyatt: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285310, SEC 801-128977, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $207.5M (2026-02-23)
- Firm type
- Mass-Market Adviser
- Location
- College Station, TX
- Employees
- 9
- Clients
- 724
- CRD
- 285310
- Ownership
- Quntar, Noura, O; SMITH, WADE; SMITH, ELIZABETH, LYNNETTE
How much AUM does Smith & Wyatt have?
Smith & Wyatt reported $207.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Smith & Wyatt?
Disclosed owners and executives of Smith & Wyatt include Quntar, Noura, O, SMITH, WADE, SMITH, ELIZABETH, LYNNETTE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.