L & W FINANCIAL, LLC
Legal name: SMITH & WYATT
CRD #285310 SEC #801-128977 COLLEGE STATION, TX 979-431-5440
SEC Registered
Total AUM
$158.6M
Discretionary
$153.1M
Employees
8
Clients
10
Accounts
681
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $158.6M | $153.1M | $5.5M | 8 | 4 |
| Feb 2025 | $158.6M | $153.1M | $5.5M | 8 | 4 |
| Feb 2025 | $119.8M | $115.2M | $4.7M | 8 | 4 |
| Sep 2024 | $119.8M | $115.2M | $4.7M | 8 | 4 |
| Jun 2024 | $119.8M | $115.2M | $4.7M | 8 | 4 |
| May 2024 | $119.8M | $115.2M | $4.7M | 8 | 4 |
| Mar 2024 | $119.8M | $115.2M | $4.7M | 8 | 4 |
| Jan 2024 | $119.8M | $115.2M | $4.7M | 6 | 4 |
| Oct 2023 | $107.9M | $103.6M | $4.3M | 6 | 4 |
| Oct 2023 | $107.9M | $103.6M | $4.3M | 6 | 4 |
| Sep 2023 | $107.9M | $103.6M | $4.3M | 6 | 4 |
| Sep 2023 | $107.9M | $103.6M | $4.3M | 6 | 4 |
DateJul 2025
Total AUM$158.6M
Discretionary$153.1M
Non-Disc.$5.5M
Employees8
Clients4
DateFeb 2025
Total AUM$158.6M
Discretionary$153.1M
Non-Disc.$5.5M
Employees8
Clients4
DateFeb 2025
Total AUM$119.8M
Discretionary$115.2M
Non-Disc.$4.7M
Employees8
Clients4
DateSep 2024
Total AUM$119.8M
Discretionary$115.2M
Non-Disc.$4.7M
Employees8
Clients4
DateJun 2024
Total AUM$119.8M
Discretionary$115.2M
Non-Disc.$4.7M
Employees8
Clients4
DateMay 2024
Total AUM$119.8M
Discretionary$115.2M
Non-Disc.$4.7M
Employees8
Clients4
DateMar 2024
Total AUM$119.8M
Discretionary$115.2M
Non-Disc.$4.7M
Employees8
Clients4
DateJan 2024
Total AUM$119.8M
Discretionary$115.2M
Non-Disc.$4.7M
Employees6
Clients4
DateOct 2023
Total AUM$107.9M
Discretionary$103.6M
Non-Disc.$4.3M
Employees6
Clients4
DateOct 2023
Total AUM$107.9M
Discretionary$103.6M
Non-Disc.$4.3M
Employees6
Clients4
DateSep 2023
Total AUM$107.9M
Discretionary$103.6M
Non-Disc.$4.3M
Employees6
Clients4
DateSep 2023
Total AUM$107.9M
Discretionary$103.6M
Non-Disc.$4.3M
Employees6
Clients4