Wyatt Financial L.L.C.

Public-record details

Address

514 Queensferry Rd., Cary, NC 27511

Phone

(919) 622-2980

Listed under

Flat / fixed fees, % of assets managed

CRD number

145809

Registration

State registered: NC

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$42.4 million

Accounts managed

54

Clients reported (Form ADV 5.D)

54

Individual / high-net-worth clients

36 / 18

Employees

1

Other business activities (Form ADV 6.A)

Also active as: other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-25

State registered (NC) investment adviser, CRD 145809, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 145809 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.