Investment adviser · CRD 114258
WHEAT GIVENS FINANCIAL, LLC
Investment adviser filing (IA)
MCKINNEY, TX, United States · Form ADV filed Oct 29, 2024
- Regulatory AUM
- $144M Form ADV · Item 5.F
- Client accounts
- 721 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 57 | $95,852,181 | 66.5% |
| Individuals | 211 | $47,218,114 | 32.8% |
| Corporations & businesses | Fewer than 5 | $748,484 | 0.5% |
| Charities | Fewer than 5 | $239,619 | 0.2% |
Filing source
Form ADV 1910216 · Oct 29, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Oct 29, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8751 COLLIN MCKINNEY PARKWAY, SUITE 903MCKINNEY, TX, 75070, United States
CRD 114258
Filing source
Form ADV 1910216 · Oct 29, 2024 · 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.