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Bryant Wealth Management
BRYANT WEALTH MANAGEMENT, INC. is a state-registered investment adviser in LONGVIEW, WA. The firm manages approximately $4 million in regulatory assets.
Overview
BRYANT WEALTH MANAGEMENT, INC. is a state-registered investment adviser in LONGVIEW, WA. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Longview
Corporate office
Wichita Falls, TX, United States
Principals
Taylor Stephens
President
Andy Stephens
Principal
Shayne Hoefling
Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Bryant Wealth Management?
Taylor Stephens, as President, oversees investment decisions alongside principal Andy Stephens. The firm also designates Shayne Hoefling as chief compliance officer per SEC filings (per SEC filing, 2024).
How does Bryant Wealth Management source deal flow?
The firm sources investment opportunities primarily through relationships with custodians and third-party asset managers. It does not publicly disclose proprietary deal sourcing as a core capability.
What investment stages does Bryant Wealth Management typically target?
As a wealth management RIA, the firm focuses on public equities, fixed income, and sometimes alternative assets like private placements. It does not target early-stage or venture capital investments.
Is Bryant Wealth Management related to any other financial entities?
No other affiliated financial entities are disclosed in the firm's SEC filings. It operates as an independent RIA with no direct ties to a parent company or bank (per SEC filing, 2024).
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