Wesley Adam Gautreaux

Employer firm

Summit Financial Wealth Advisors CRD 171278

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 04/2020
  Broad Point Energy
  New Iberia, LA
• 11/2014 → 04/2019
  Frac-Chem ( Subsidiary Of Koch Industries)
  Lafayette, LA
• 05/2020 → Present
  Summit Financial Wealth Advisors
  Lafayette, LA

Other Businesses

(1) Complete Organization Inc, 2210 West Saint Mary Blvd, Lafayette, LA 70506; Sales Support/General Admin (spouse's professional organizing business); Non-investment related; Since 2005; spend 10 hours per month during non-trading hours. (2) Gautreaux Holdings LLC, 2210 West Saint Mary Blvd, Lafayette, LA 70506; Manager; Investment-related/Residential rental property (no current holdings); Since 2015; spend 1 hour per month during non-trading hours. (3)NAME OF OTHER BUSINESS: WA Gautreaux LLC INVESTMENT RELATED: NO ; ADDRESS: 2210 West Sainit Mary Blvd, Lafayette, LA 70506; NATURE OF BUSINESS: Holding Company START DATE 01/2023; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: MINIMAL; APX NUMBER OF HOURS DURING TRADING HONONE; BRIEF DESCRIPTION OF DUTIES: holding company for partial ownership in Southerrn Asset Managers, - the management company of Summit Financial

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-03