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Brett Ray Smith

BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC·LAFAYETTE, Colorado
Clean recordBRETT R. SMITH CPA WEALTH MANAGEMENT, LLC
1225 CIMARRON DRIVE, LAFAYETTE, CO 80026CRD# 2641705Firm CRD# 113618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Ray Smith · LAFAYETTE, CO
Registration
CRD #2641705 · BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brett Ray Smith is a registered financial advisor based in LAFAYETTE, Colorado, affiliated with BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC
BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC
AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2641705
Firm CRD# 113618
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brett Ray Smith offer?
Brett Ray Smith specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, Colorado for a consultation.
What are Brett Ray Smith's credentials?
Brett Ray Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Ray Smith located?
Brett Ray Smith is based in LAFAYETTE, Colorado, working with BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Brett Ray Smith charge for services?
Brett Ray Smith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC?
BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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