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WHEAT GIVENS FINANCIAL, LLC

MCKINNEY, TX · CRD 114258 · IAPD ↗ · 214-385-2415

$144.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2024 — WHEAT GIVENS FINANCIAL, LLC (MCKINNEY, TX) left the SEC roster (was $144.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.