Garrett Wealth Advisory is an investment advisor in Weatherford with $447.54 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
472206045
SEC advisor number
801-80598
FINRA CRD number
173563
AUM ?
$447.54 mm
(as of 18 Oct 22)
Accounts
1,172
(as of 18 Oct 22)
Employees
11
(8 investment advisory or research)
Address
Garrett Wealth Advisory
1207 SANTA FE DRIVE
WEATHERFORD
TX 76086
1207 SANTA FE DRIVE
WEATHERFORD
TX 76086
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
(817) 550-6750
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Garrett, David, Wayne | CEO | 09/2014 | 50-75% |
Garrett, Brandon, Wayne | President | 01/2018 | 25-50% |
Simpson, Stefan, Wayne | Chief Compliance Officer; Director of Business Operations | 01/2018 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jul 24
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22