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Braydon M. Wirth

Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Strategic Advisers LLCMay 2026 to now
  2. Fidelity InvestmentsOct 2025 to now
  3. Prosperity BankJun 2024 to Oct 2025
  4. Collin CollegeApr 2024 to Apr 2025
  5. UnemployedApr 2024 to Jun 2024
  6. Security Service Federal Credit UnionJul 2023 to Apr 2024
  7. Simplify Home LoansOct 2022 to Jul 2023
  8. KenectMay 2022 to Oct 2022
  9. Brigham Young University - ProvoAug 2020 to Apr 2024
  10. Vivint Smart HomeAug 2020 to May 2022
  11. Scheels Sporting GoodsApr 2020 to Aug 2020
  12. UnemployedMar 2020 to Apr 2020
  13. Potter and CoJan 2020 to Mar 2020
  14. Brigham Young University - IdahoOct 2019 to Mar 2020
  15. UnemployedJul 2019 to Jan 2020
  16. Church of Jesus ChrJul 2017 to Jul 2019
  17. Pro Sports CateringApr 2016 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

Strategic Advisers LLC

$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8183451
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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