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Brett R. Smith Cpa Wealth Management, LLC (Lafayette)


Brett R. Smith Cpa Wealth Management, LLC is an adviser based in Lafayette. It manages $40.3 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Colorado.

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Brett R. Smith Cpa Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brett R. Smith Cpa Wealth Management: assets under management

The assets under management (AUM) of Brett R. Smith Cpa Wealth Management, LLC is $40.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $559.72 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brett R. Smith Cpa Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lafayette

The principal office where Brett R. Smith Cpa Wealth Management, LLC performs its advisory services is located at 1225 Cimarron Drive, Lafayette, CO 80026, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-604-0505 or by fax 303-604-0488. The normal business hours are 8:00am 5:00pm on Monday - Friday. You can find more information about the New York firm at www.brettrsmithassoc.com.


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