# Wyatt Financial L.L.C.

> Wyatt Financial L.L.C. is a state-registered investment advisory firm in Cary, NC, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 145809
- Filed as: WYATT FINANCIAL L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cary, NC
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145809
- AdvisorCensus page: https://advisorcensus.com/firm/wyatt-financial-l-l-c-cary-nc-145809

## Quick answers

**How is Wyatt Financial L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Wyatt Financial L.L.C. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Wyatt Financial L.L.C. located?**
Wyatt Financial L.L.C.'s principal office is in Cary, NC, according to its Form ADV.

**Is Wyatt Financial L.L.C. registered with the SEC or a state?**
Wyatt Financial L.L.C. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145809.

**How much does Wyatt Financial L.L.C. manage?**
Wyatt Financial L.L.C. reports $42,440,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Wyatt Financial L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (18).

**Does Wyatt Financial L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145809

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $42,440,000
- Discretionary: $42,440,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $13,331,000 |
| High net worth individuals | 18 | $29,109,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wyatt Financial L.L.C. (CRD 145809): Form ADV filing data as of October 2026.