Weston
Bryan

Accruent Wealth Advisors

CRD#7856443
Investment Advisor
in Winston Salem, NC

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About this Advisor

Weston Bryan is a financial advisor based in Winston Salem, North Carolina, working with Accruent Wealth Advisors. Weston has previously held positions at Accruent Wealth Advisors (Wealth Management Group, Inc), Ilda And The Wine Bar, LLC, Shoebooties Cafe, and Western Carolina University. Weston has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Weston is part of Accruent Wealth Advisors, which operates out of Winston Salem, North Carolina. The firm has 3 employees and manages assets totaling $144.7 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Accruent Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1399 Ashleybrook Lane, Suite 120
Winston Salem, NC 27103

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Accruent Wealth Advisors Brokerage Details

Total Assets Under Management

$144,727,736

NC Average: $3,625,019,099
Total Number of Employees

3

NC Average: 22
Total Number of Accounts

553

NC Average: 1,917
Average Account Size

$261,714

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Weston Bryan Work History

2023 - Present (1 year)

Accruent Wealth Advisors (Wealth Management Group.Inc)

2022 - 2023 (1 year)

Western Carolina University

2021 - 2023 (2 years)

Ilda And The Wine Bar, LLC

2014 - 2021 (7 years)

Shoebooties Cafe

Disclosures

Please visit the SEC profile of Weston Bryan 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 Accruent Wealth Advisors

David Klepeisz
Winston Salem, NC
Weston Bryan
Winston Salem, NC
Nathan Snow
Winston Salem, NC

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