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Garrett Wealth Advisory Group, LLC

● SEC registered since 2014CRD 173563SEC# 801-80598Weatherford, TX
Export (members)
Reg. AUM
$803.7M
Employees
16
Accounts
1,769
Location
Weatherford, TX

Garrett Wealth Advisory Group, LLC assets under management

Garrett Wealth Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Weatherford, TX. The firm has been registered since 2014. It reports $803.7 million in regulatory assets under management and employs 16 people.

Garrett Wealth Advisory Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Brandon Wayne Garrett ControlCeo25-50%2018
David Wayne Garrett ControlChairman50-75%2014
Jason Lee McGarraugh ControlDirector Of Human DevelopmentUnder 5%2025
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Frequently asked questions

How much does Garrett Wealth Advisory Group, LLC manage?

Garrett Wealth Advisory Group, LLC reports $803.7 million in regulatory assets under management on its Form ADV.

How many employees does Garrett Wealth Advisory Group, LLC have?

Garrett Wealth Advisory Group, LLC reports 16 employees.

Where is Garrett Wealth Advisory Group, LLC located?

Garrett Wealth Advisory Group, LLC is based in Weatherford, TX and has been SEC-registered since 2014.

Does Garrett Wealth Advisory Group, LLC disclose fund performance?

Garrett Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 Ft. Worth Hwy., Weatherford, TX 76086
Phone817-550-6750
Fax817-923-4902
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1729443
Discloses disciplinary historyNo

Assets under management

Discretionary$803.7M
Non-discretionary$0
Total (RAUM)$803.7M