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Brett J Lyman

Lymanwealth LLC

Alpine, UT

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Current Employers
Lymanwealth Llc

530 N Alpine Blvd, Alpine, UT 84004 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-08-04
CA RA APPROVED 2025-06-06
UT RA APPROVED 2022-03-08
  • ID RA
    APPROVED
    Since 2026-08-04
  • CA RA
    APPROVED
    Since 2025-06-06
  • UT RA
    APPROVED
    Since 2022-03-08

Branch Locations

530 N Alpine Blvd, Alpine, UT 84004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Podium Corp Inc. Lehi UT 09/2018 09/2021
Lymanfx, Llc Alpine UT 03/2018 09/2018
Apio, Inc South Jordan UT 10/2017 03/2018
Martizcx Lehi UT 07/2011 10/2017
Aumni Cottonwood Heights UT 09/2021 06/2022
Entrata Lehi UT 06/2022 11/2024
Lymanwealth Llc Alpine UT 11/2024 Present
  • 09/2018 → 09/2021
    Podium Corp Inc.
    Lehi, UT
  • 03/2018 → 09/2018
    Lymanfx, Llc
    Alpine, UT
  • 10/2017 → 03/2018
    Apio, Inc
    South Jordan, UT
  • 07/2011 → 10/2017
    Martizcx
    Lehi, UT
  • 09/2021 → 06/2022
    Aumni
    Cottonwood Heights, UT
  • 06/2022 → 11/2024
    Entrata
    Lehi, UT
  • 11/2024 → Present
    Lymanwealth Llc
    Alpine, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-12
  • S65 Uniform Investment Adviser Law Examination
    2021-05-12
Other Names
  • Lyman J Brett

View on SEC IAPD

Other Firms

LONE PEAK GLOBAL INVESTORS, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
BIG SKY INVESTMENT MANAGER, LLC
CURVE PARTNERS MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ROGER ALLEN HILL
DAVID WEBB PASSEY
RYAN PAGE BATCHELOR
LOUIS JAMES FETCH
WAYNE GEORGE PIERSON
ALLAN CANNON NICHOLS
RAYMOND MICHAEL WHITTENBURG
JORDAN M WHITTENBURG

Other Offices

LONE PEAK GLOBAL INVESTORS, LLC · ALPINE, UT
OSAIC WEALTH, INC. · ALPINE, UT
AMERIPRISE FINANCIAL SERVICES, LLC · Alpine, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Alpine, UT
EDWARD JONES · ALPINE, UT
BIG SKY INVESTMENT MANAGER, LLC · ALPINE, UT
CURVE PARTNERS MANAGEMENT LLC · ALPINE, UT
WELLS FARGO CLEARING SERVICES, LLC · HIGHLAND, UT

More in Alpine, UT

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