WHEAT GIVENS FINANCIAL, LLC
CRD #114258 SEC #801-121906 MCKINNEY, TX 214-385-2415
SEC Registered
Total AUM
$144.1M
Discretionary
$0
Employees
4
Clients
26
Accounts
721
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $144.1M | $0 | $144.1M | 4 | 0 |
| Feb 2024 | $144.1M | $0 | $144.1M | 4 | 0 |
| Oct 2023 | $140.9M | $0 | $140.9M | 5 | 0 |
| Mar 2023 | $140.9M | $0 | $140.9M | 5 | 0 |
| Nov 2022 | $158.5M | $0 | $158.5M | 5 | 5 |
| Oct 2022 | $158.5M | $0 | $158.5M | 5 | 5 |
| Mar 2022 | $158.5M | $0 | $158.5M | 2 | 5 |
| Sep 2021 | $130.2M | $0 | $130.2M | 2 | 0 |
| Jun 2021 | $130.2M | $0 | $130.2M | 2 | 0 |
| Aug 2012 | $44.5M | $0 | $44.5M | 1 | 26 |
| Jun 2012 | $44.5M | $0 | $44.5M | 1 | 26 |
| Apr 2012 | $44.5M | $0 | $44.5M | 1 | 26 |
| Feb 2012 | $44.5M | $0 | $44.5M | 1 | 26 |
| Mar 2011 | $42.2M | $0 | $42.2M | 5 | -- |
| Mar 2011 | $42.2M | $0 | $42.2M | 5 | -- |
| Mar 2009 | $34.4M | $0 | $34.4M | 5 | -- |
| Oct 2007 | $40.2M | $0 | $40.2M | 5 | -- |
| Mar 2007 | $40.2M | $0 | $40.2M | 5 | -- |
DateOct 2024
Total AUM$144.1M
Discretionary$0
Non-Disc.$144.1M
Employees4
Clients0
DateFeb 2024
Total AUM$144.1M
Discretionary$0
Non-Disc.$144.1M
Employees4
Clients0
DateOct 2023
Total AUM$140.9M
Discretionary$0
Non-Disc.$140.9M
Employees5
Clients0
DateMar 2023
Total AUM$140.9M
Discretionary$0
Non-Disc.$140.9M
Employees5
Clients0
DateNov 2022
Total AUM$158.5M
Discretionary$0
Non-Disc.$158.5M
Employees5
Clients5
DateOct 2022
Total AUM$158.5M
Discretionary$0
Non-Disc.$158.5M
Employees5
Clients5
DateMar 2022
Total AUM$158.5M
Discretionary$0
Non-Disc.$158.5M
Employees2
Clients5
DateSep 2021
Total AUM$130.2M
Discretionary$0
Non-Disc.$130.2M
Employees2
Clients0
DateJun 2021
Total AUM$130.2M
Discretionary$0
Non-Disc.$130.2M
Employees2
Clients0
DateAug 2012
Total AUM$44.5M
Discretionary$0
Non-Disc.$44.5M
Employees1
Clients26
DateJun 2012
Total AUM$44.5M
Discretionary$0
Non-Disc.$44.5M
Employees1
Clients26
DateApr 2012
Total AUM$44.5M
Discretionary$0
Non-Disc.$44.5M
Employees1
Clients26
DateFeb 2012
Total AUM$44.5M
Discretionary$0
Non-Disc.$44.5M
Employees1
Clients26
DateMar 2011
Total AUM$42.2M
Discretionary$0
Non-Disc.$42.2M
Employees5
Clients--
DateMar 2011
Total AUM$42.2M
Discretionary$0
Non-Disc.$42.2M
Employees5
Clients--
DateMar 2009
Total AUM$34.4M
Discretionary$0
Non-Disc.$34.4M
Employees5
Clients--
DateOct 2007
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees5
Clients--
DateMar 2007
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees5
Clients--