TW
TW

Tyler Caleb Woodbrey

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
10,451 clients
Average Client Portfolio
$547K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

387 W 600 N, Lindon, UT, 84042

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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 ActivitiesSells Insurance

Tyler is an independent agent with Cairn Advisors since February 2023, offering life insurance, health insurance, and annuities. He provides administrative services, enrollment, and education for MEP 401(k) plans, dedicating about half of his time to this activity.

Employment History
Current Registrations
Symmetry Partners
June 2025 - Present · 8 mos
Previous Registrations
Iams Wealth Management, LLC
March 2023 - June 2025 · 2 yrs 3 mos
State Registrations2 states
CTUT
Advisor
Exams
No exam information available for this advisor.