WHEAT GIVENS FINANCIAL, LLC
Total AUM
$144.1M
Employees
4Clients
273Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8751 COLLIN MCKINNEY PARKWAY
SUITE 903
MCKINNEY
TX 75070
United States
SUITE 903
MCKINNEY
TX 75070
United States
Operating Hours
10:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
214-385-2415
Financials
Total AUM
$144.1M
Accounts
721Discretionary
$0
Accounts
0Non-Discretionary
$144.1M
Accounts
721
Clients
Individual Clients
211AUM
$47.2M
HNW Individual Clients
57AUM
$95.9M
Charitable Organization Clients
2AUM
$239.6K
Corporation or Business Clients
3AUM
$748.5K
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARFLLAOKTNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.