Tyler Wealth Management, LLC

Tyler Wealth Management, LLC (CRD# 160649) is a financial advisory firm headquartered in Southlake, TX. They manage $13,820,389 in 152 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $90,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, ID, MT, NJ, OK, TX

Financial Advisors at Tyler Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Kelly M. Fasterling
CRD#: 6900683
7222 Commerce Center Drive, Suite 245, Colorado Springs, CO 80919

Kelly Fasterling (CRD# 6900683) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Colorado Springs, CO and has over 6 years of experience in the finance industry.

2
Michael D. Morrow
CRD#: 2364423
Southlake - Cedar Ridge, 950 E State Highway 114, Ste. 160, Southlake, TX 76092

Michael Morrow (CRD# 2364423) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Southlake, TX and has over 30 years of experience in the finance industry.

3
Brandon C. Shaw
CRD#: 6238189
Colorado Springs, CO

Brandon Shaw (CRD# 6238189) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Colorado Springs, CO and has over 7 years of experience in the finance industry.

4
William A. Tyler
CRD#: 2584005
Southlake - Cedar Ridge, 950 E State Highway 114, Ste. 160, Southlake, TX 76092

William Tyler (CRD# 2584005) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Southlake, TX and has over 29 years of experience in the finance industry.

5
Jodie Y. Blair
CRD#: 7852983
1001a E Harmony Rd #279, Fort Collins, CO 80525

Jodie Blair (CRD# 7852983) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

6
Michael W. Dotti
CRD#: 7649124
Southlake - Cedar Ridge, 950 E State Highway 114, Ste. 160, Southlake, TX 76092

Michael Dotti (CRD# 7649124) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Southlake, TX and has 1 year of experience in the finance industry.

7
Lynn M. Rollins
CRD#: 7852974
1001a E Harmony Rd #279, Fort Collins, CO 80525

Lynn Rollins (CRD# 7852974) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

8
Peter W. West
CRD#: 1209651
Tulsa, OK

Peter West (CRD# 1209651) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Tulsa, OK and has over 16 years of experience in the finance industry.

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