Wyatt Wealth Management

Wyatt Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients, addressing goals such as retirement, cash‑flow, tax reduction, and estate preservation. As of December 31, 2025 the firm reported approximately $78.9 million in assets under management across roughly 118 client relationships and does not impose a formal account minimum.

The firm employs a broad set of analytic tools — including fundamental and technical analysis, charting, Modern Portfolio Theory, and quantitative analysis — to develop asset allocation, security selection, and monitoring for each client. Clients grant the firm discretionary trading authority (subject to any written client‑imposed restrictions), receive custodial statements and periodic performance reporting, and may engage the firm separately for financial planning delivered on a defined timeline with billing arrangements documented in the advisory agreement.

Notable features that distinguish the firm from many peers include a breakpoint fee schedule that applies a single fee rate to the entire portfolio at each tier (rather than a marginal per-tier calculation), participation in Charles Schwab’s institutional platform with the customary program benefits, and a stated practice to aggregate trades. The firm also does not vote client proxies (clients receive and vote their own proxies) and discloses a modest outside activity of owning rental properties that are managed by a third party.