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Brett J. Lyman
LYMANWEALTH LLC
Alpine, UT 84004
Some features on this profile are disabled
CRD#: 7412568
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Professional summary
Brett J Lyman, who also goes by Lyman J Brett, is a registered financial advisor currently at LYMANWEALTH LLC located in Alpine, Utah.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brett has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lyman J Brett
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.
Name: Entrata, Inc Investment related: No Address: 4205 Chapel Ridge Rd, Lehi UT 84043 Position: Principal Software Engineer Start Date: 06/2022 Hours: 40 hours per week, approximately 180 hours per month Hours during securities trading hours: daily starting at 9am Mountain (11am Eastern), which is 1.5 hours into the trading day, and working the rest of the day Duties: Software engineering as an employee.
CRS (Client Relationship Summary) - RIA
Click below to view Brett J Lyman'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®
NoneExperience
Current
March 8, 2022 - Present
LYMANWEALTH LLC
Office #1: 530 N Alpine Blvd, Alpine, UT 84004RIA
CRD#: 315973
Alpine, UT
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(6/6/2025)
IAR
Utah(3/8/2022)
Current Firm
LL
LYMANWEALTH LLC
LYMANWEALTH | LYMANWEALTH LLC
CRD#: 315973 / SEC#:
California
Registered Investment Advisory firm - (6/6/2025 Approved)Texas
Registered Investment Advisory firm - (1/3/2025 Conditional Restricted)Utah
Registered Investment Advisory firm - (3/8/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
530 N Alpine Blvd, Alpine, UT 84004
Mailing Address
Phone number
(801) 556-4575
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 153 |
| AUM (Assets Under Management) | $ 6,955,000 |
Red Flags
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