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Garrett Wealth Advisory Group, LLC

● SEC registered since 2014CRD 173563SEC# 801-80598Weatherford, TX
Export (members)
Reg. AUM
$969.8M
Employees
20
Accounts
2,039
Location
Weatherford, TX

Garrett Wealth Advisory Group, LLC assets under management

Garrett Wealth Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Weatherford, TX. The firm has been registered since 2014. It reports $969.8 million in regulatory assets under management and employs 20 people.

Garrett Wealth Advisory Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Brandon Wayne Garrett ControlCeo25-50%2018
David Wayne Garrett ControlChairman25-50%2014
Jason Lee McGarraugh ControlDirector Of Human DevelopmentUnder 5%2025
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Frequently asked questions

How much does Garrett Wealth Advisory Group, LLC manage?

Garrett Wealth Advisory Group, LLC reports $969.8 million in regulatory assets under management on its Form ADV.

How many employees does Garrett Wealth Advisory Group, LLC have?

Garrett Wealth Advisory Group, LLC reports 20 employees.

Where is Garrett Wealth Advisory Group, LLC located?

Garrett Wealth Advisory Group, LLC is based in Weatherford, TX and has been SEC-registered since 2014.

Does Garrett Wealth Advisory Group, LLC disclose fund performance?

Garrett Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 Ft. Worth Hwy., Weatherford, TX 76086
Phone817-550-6750
Fax817-923-4902
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1729443
Discloses disciplinary historyNo

Regulatory AUM

$969.8M▲ 21%
Mar '25 — $803.7MApr '25 — $803.7MMay '25 — $803.7MJun '25 — $803.7MJul '25 — $803.7MAug '25 — $803.7MSep '25 — $803.7MOct '25 — $803.7MNov '25 — $803.7MDec '25 — $803.7MJan '26 — $803.7MFeb '26 — $803.7MMar '26 — $969.8MApr '26 — $969.8MMay '26 — $969.8MJun '26 — $969.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers

Assets under management

$969.8Mregulatory AUM
Discretionary $969.8M