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Bryant Wealth Management
BRYANT WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in LONGVIEW, WA. The firm manages approximately $4 million in regulatory assets.
Bryant Wealth Management
BRYANT WEALTH MANAGEMENT, INC. is an SEC-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
Year founded
—
AUM
Undisclosed
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).
Does Bryant Wealth Management act as a single family office or a multi-family office?
The firm operates as a multi-family office, registered as an RIA that serves multiple high-net-worth families, trusts, and individuals. It is not a single-family office or a venture firm.
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.
Does Bryant Wealth Management co-invest alongside external GPs?
The firm may invest in private placements alongside issuing entities, but it does not have a disclosed strategy of co-investing with general partners in the way institutional funds do.
Where does the underlying wealth at Bryant Wealth Management originate?
The firm does not publicly disclose the specific origin of client wealth. Clients are high-net-worth individuals and families, likely with a regional Texas base.
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).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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