# WHEAT GIVENS FINANCIAL, LLC

WHEAT GIVENS FINANCIAL, LLC of MCKINNEY, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114258
- Type: SEC-registered investment adviser
- SEC file number: 801-121906
- Location: 8751 COLLIN MCKINNEY PARKWAY, SUITE 903, MCKINNEY, TX, 75070
- Phone: 214-385-2415
- Latest filing: 2024-10-29
- Regulatory AUM: $144.1M
- Non-discretionary AUM: $144.1M
- Clients: 4
- Accounts: 721

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| WHEAT PHIL DWAYNE | OWNER / ADVISOR; OWNER / ADVISOR / CCO; OWNER / CHIEF COMPLIANCE OFFICER | — |
| GIVENS LORI BETH | CO-OWNER/ADVISOR; CO-OWNER / ADVISOR / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114258/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114258/similar
- Related entities: https://search.stillhousedata.com/firm/114258/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114258

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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.