BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC

LAFAYETTE, Colorado·1 registered advisor·CRD# 113618
SEC# 801-68797303-604-0505
01

Firm Overview

AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC

1 registered advisor
Brett Ray Smith
LAFAYETTE, Colorado
05

Office Locations

LAFAYETTE, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC (CRD# 113618) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.