# BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC

BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC of LAFAYETTE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 113618
- Type: SEC-registered investment adviser
- SEC file number: 801-68797
- 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](https://search.stillhousedata.com/person/790564) | CHIEF COMPLIANCE OFFICER; EXECUTIVE OFFICER; MANAGING MEMBER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113618/similar
- Related entities: https://search.stillhousedata.com/firm/113618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113618

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.