Andrew M. Wyatt

WYATT WEALTH ADVISORS

WESTLAKE VILLAGE, CA 91302

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CRD#: 6290283

Professional summary

Andrew Michael Wyatt, CFP® is a registered financial advisor currently at WYATT WEALTH ADVISORS, LLC located in Westlake Village, California.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Wyatt Law, Westlake Village, CA,- 09/01/2023 - Present, LAW PRACTICE, Attorney, 50 HRS/MO 2.) Wyatt Financial and Insurance Solutions, LLC; Westlake Village, CA; Investment Related; Insurance Agent; Fixed Insurance Sales; Approximately 40% of time spent; Started 08/2022

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Wyatt's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

February 7, 2023 - Present

WYATT WEALTH ADVISORS, LLC

Office #1: 4195 E. Thousand Oaks Boulevard Suite 175, Westlake Village, CA 91302

RIA

CRD#: 323686

WESTLAKE VILLAGE, CA

Past

September 13, 2018 - December 31, 2019

AMW TOTAL WEALTH PLANNING & MANAGEMENT, LLC

RIA

CRD#: 289342

Calabasas, CA

Past

October 13, 2017 - December 31, 2017

AMW TOTAL WEALTH PLANNING & MANAGEMENT, LLC

RIA

CRD#: 289342

CALABASAS, CA

Past

May 18, 2016 - June 17, 2016

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

May 12, 2014 - June 4, 2014

WADDELL & REED

RIA

CRD#: 866

TORRANCE, CA

Past

April 2, 2014 - June 4, 2014

WADDELL & REED

CRD#: 866

TORRANCE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/7/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/9/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/2/2014

General Securities Representative Examination

Current Firm

WYATT WEALTH ADVISORS, LLC

CRD#: 323686 / SEC#:

California

Registered Investment Advisory firm - (2/7/2023 Approved)

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Contact information

Main Address

4195 E. Thousand Oaks Boulevard Suite 175, Westlake Village, CA 91302

Mailing Address

Phone number

(818) 710-3820

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew M. Wyatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Wyatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

WYATT WEALTH ADVISORS, LLC

AMW TOTAL WEALTH PLANNING & MANAGEMENT, LLC

AMW TOTAL WEALTH PLANNING & MANAGEMENT, LLC

THE LEADERS GROUP, INC.

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 5/9/2014

SIE

Date: 6/17/2016

Series 7

Date: 4/2/2014

Current Firm

WYATT WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

WYATT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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