BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC
BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC of LAFAYETTE, CO is an SEC-registered investment adviser (CRD 113618). Regulatory assets under management: $40.3M.
Registration
- CRD: 113618
- SEC file number: 801-68797
- Type: Registered investment adviser
- Location: 1225 CIMARRON DRIVE, SUITE 202, LAFAYETTE, CO, 80026
- Phone: 303-604-0505
- Latest filing: 2012-02-01
- Regulatory AUM: $40.3M
- Discretionary AUM: $40.3M
- Clients: 1
- Accounts: 72
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SMITH BRETT RAY | CHIEF COMPLIANCE OFFICER; EXECUTIVE OFFICER; MANAGING MEMBER (+1 more) | — |
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