EW
EW

Eric Ronald Wylie

14 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
2,088 clients
Average Client Portfolio
$808K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

2801 Via Fortuna, Suite 250, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is involved in various community and professional organizations, including the Corps of Cadets Association, Texas A&M Association of Former Students, Greater Brazos Partnership, Bryan/College Station Chamber of Commerce, A&M United Methodist Church, College Station ISD, State Bar of Texas, and Steve Cooke Scottish Rite Club. These activities are not investment-related.

Employment History
Current Registrations
Waterloo Capital
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Element Retirement & Investment Consultants, L.L.C.
November 2011 - April 2025 · 13 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.