Investment adviser · CRD 113618

BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

LAFAYETTE, CO, United States · Form ADV filed Feb 1, 2012

Regulatory AUM
$40.3M
Form ADV · Item 5.F
Client accounts
72
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 1, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1225 CIMARRON DRIVE, SUITE 202
LAFAYETTE, CO, 80026, United States

CRD 113618

Filing source

Form ADV 606543 · Feb 1, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.