Overview
Assets Under Management: $144 million
Headquarters: MCKINNEY, TX
High-Net-Worth Clients: 57
Average Client Assets: $1.7 million
Frequently Asked Questions
WHEAT GIVENS FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114258), WHEAT GIVENS FINANCIAL, LLC is subject to fiduciary duty under federal law.
WHEAT GIVENS FINANCIAL, LLC is headquartered in MCKINNEY, TX.
WHEAT GIVENS FINANCIAL, LLC serves 57 high-net-worth clients according to their SEC filing dated October 29, 2024. View client details ↓
According to their SEC Form ADV, WHEAT GIVENS FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WHEAT GIVENS FINANCIAL, LLC manages $144 million in client assets according to their SEC filing dated October 29, 2024.
According to their SEC Form ADV, WHEAT GIVENS FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.54%
Average Client Assets: $1.7 million
Total Client Accounts: 721
Non-Discretionary Accounts: 721
Regulatory Filings
CRD Number: 114258
Filing ID: 1910216
Last Filing Date: 2024-10-29 16:01:00