Bryan Wayne Heath

Gradient Advisors, LLC

5 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning

Gradient Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

168 advisors

Number of Clients

3,220 clients

Average Client Portfolio

$68K average

Assets Under Management

$218.6M

Fee Structure

Minimum Investment:None

Location

13940 W Meeker Blvd, Suite 115, #138,, Sun City West, AZ, 85375

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

October 2017

Final

Financial

September 2016

Final

Financial

July 2016

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bryan is self-employed in freelance TV sports production, creating computer graphics. He also owns Heath Wealth Management as an investment advisor representative and sells insurance, dedicating about half of his time to these activities.

Employment History

Current Registrations

Gradient Advisors, LLC

February 2023 - Present · 3 yrs

Previous Registrations

Royal Alliance Associates, INC.

November 2020 - November 2022 · 2 yrs

Royal Alliance Associates, INC.Broker

November 2020 - November 2022 · 2 yrs

Hornor, Townsend & Kent, LLC

June 2020 - November 2020 · 5 mos

Hornor, Townsend & Kent, LLCBroker

October 2019 - November 2020 · 1 yr 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.