Wesley
Gautreaux
Summit Financial Wealth Advisors
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About this Advisor
Wesley Gautreaux is a financial advisor operating in Lafayette, Louisiana with 3 years of industry experience. Gautreaux works at Summit Financial Wealth Advisors. Their career trajectory has included roles at Broad Point Energy, Frac-Chem ( Subsidiary Of Koch Industries), Summit Financial Wealth Advisors, Koch Minerals (Subsidiary Of Koch Industries) and Km Proppants (Subsidiary Of Koch Industries). Gautreaux holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Louisiana. Summit Financial Wealth Advisors is a firm headquartered in Lafayette, LA. The firm has offices in five locations and a total of 19 advisors. It manages $1 billion in assets under management across its 2,290 customer accounts, making it one of the bigger firms in the country by assets under management. The firm advises five charities and foundations. Of its 2,290 accounts, 26% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Summit Financial Wealth Advisors has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees largely depend on which services are provided. Fee types charged by Summit Financial Wealth Advisors can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial Wealth Advisors Brokerage Details
$1,243,129,187
19
2,290
$542,851
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Wesley Gautreaux Work History
Wesley has been registered as a financial advisor for 3 years.*
Summit Financial Wealth Advisors
Broad Point Energy
Frac-Chem ( Subsidiary Of Koch Industries)
Koch Minerals (Subsidiary Of Koch Industries)
Km Proppants (Subsidiary Of Koch Industries)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wesley Gautreaux to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Financial Wealth Advisors
Lafayette, LA
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Lafayette, LA
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