L & W FINANCIAL, LLC
Doing business as SMITH & WYATT. SEC Form ADV profile.
Total regulatory AUM
$207,487,000
Discretionary
$201,287,000
Non-discretionary
$6,200,000
Firm details
- CRD number
- 285310
- SEC file number
- 801-128977
- Main office
- COLLEGE STATION, TX, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.