Brent Wilson Little

Employer firm

Theory79 Wealth Design LLC CRD 342184

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2006 → 10/2021
  Odyssey Wealth Management, Llc
  Plano, TX
• 10/2021 → 01/2022
  Rgt Wealth Advisors, Llc
  Dallas, TX
• 01/2022 → 10/2022
  Corient Private Wealth Llc (F/K/A Rgt Wealth Advisors, Llc)
  Toronto, Ontario
• 11/2022 → 10/2023
  Sabbatical
  Lewisville, TX
• 10/2023 → 06/2026
  Saville Cpas And Advisors, L.L.C.
  Dallas, TX
• 03/2026 → Present
  Theory79 Wealth Design Llc
  Austin, TX

Previous Registrations

• 2021-12-06 → 2022-11-23
  Rgt Wealth Advisors
  Dallas, TX
• 2006-04-18 → 2021-12-31
  Odyssey Wealth
  Plano, TX
  Irving, TX
  Plano, TX
  Carrollton, TX
• 2003-02-19 → 2004-01-29
  Cain, Watters & Associates, Llc
  Dallas, TX

Other Businesses

JKL Property Management, LLC; real estate holding company; manager; Dec 2011; 1 hour/quarter devoted to other business BEPS GP, LLC; general partner to personal family limited partnership; manager; Mar 2023; 1 hour/quarter devoted to other business BEPS Family Limited Partnership; passive investment holding company; manager; Mar 2023; 1 hour/quarter devoted to other business BEPS Investments, LLC; real estate holding company; manager; Mar 2016; 1 hour/quarter devoted to other business BEPS Investments II, LLC; passive investment holding company; manager; Mar 2020; 1 hour/quarter devoted to other business Brent W. Little, PLLC; S Corp Status for Theory79 income; manager; Mar 2020; 1 hour/quarter devoted to other business

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-21

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Brent Little