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Garrett W Bybee

Bybee Wealth Management LLC

West Haven, UT

CRD 6781698

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Employer firm

Bybee Wealth Management LLC CRD 297272

$13.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Bybee Wealth Management Llc

West Haven, UT • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2018-08-24
  • UT RA
    APPROVED
    Since 2018-08-24

Branch Locations

West Haven, UT • 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
Net Worth Advisory Group Sandy UT 04/2016 05/2018
Bybee Wealth Management Riverton UT 05/2018 Present
Bybee Wealth Management Riverton UT 05/2018 Present
  • 04/2016 → 05/2018
    Net Worth Advisory Group
    Sandy, UT
  • 05/2018 → Present
    Bybee Wealth Management
    Riverton, UT
  • 05/2018 → Present
    Bybee Wealth Management
    Riverton, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-28
  • S65 Uniform Investment Adviser Law Examination
    2017-04-28
Other Names
  • Garrett W Bybee

View on SEC IAPD

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