Wyatt Westerheide

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2024 → 07/2024
  Ubs Financial Services. Inc
  Hosuton, TX
• 06/2025 → Present
  Ubs Financial Services, Inc
  Houston, TX
• 08/2021 → 05/2025
  University Of Texas At Austin
  Austin, TX
• 08/2017 → 06/2021
  Arlington Heights High School
  Fort Worth, TX
• 08/2014 → 06/2017
  Monnig Middle School
  Fort Worth, TX
• 05/2023 → 07/2023
  Fulcrum Capital
  Austin, TX
• 05/2021 → 06/2022
  Decidedly Wealth Management
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-07-31

Other Names

• Wyatt Warren Westerheide