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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 28, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Jul 28, 2025 REGISTERED
Notice Filings (8)
CA FL IL LA MN OH TX WV
Address
511 UNIVERSITY DR. ESUITE 210
COLLEGE STATION, TX 77840
United States
Phone: 979-431-5440