Data / Investment advisers / Wyoming / Wyoming Financial Group, Inc.
Wyoming Financial Group, Inc., Cheyenne, WY: exempt reporting adviser with 8 private funds
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wyoming Financial Group, Inc. is an exempt reporting adviser with its main office in Cheyenne, Wyoming and reports 8 private funds in its Form ADV filed March 10, 2026.
The request: Watch Wyoming Financial Group, Inc. (CRD number 336340): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- Exempt reporting adviser
- CRD number
- 336340
- SEC file number
- 802-133003
- SEC status
- ERA, Active, effective May 15, 2025
- Main office
- 1712 Pioneer Ave Ste 500, Cheyenne, WY 82001
- Phone
- (646) 523-0537
- Website
- wyomingfinancialgroup.com
- Form of organization
- Corporation
- Private funds
- 8: 6 securitized asset funds, 2 private equity funds
- Gross assets of private funds
- $500,000
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Wyoming
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cypress Capital Management, LLC | Sheridan | $121.7 million | Not listed | adviserinfo.sec.gov |
| Grupp Financial LLC | Jackson | $100.1 million | Not listed | adviserinfo.sec.gov |
| Rembrandt Venture Partners | Laramie | Not listed | 12 | adviserinfo.sec.gov |
| Echelon Management | Evanston | Not listed | 11 | adviserinfo.sec.gov |
| Baseline Ventures | Jackson | Not listed | 10 | adviserinfo.sec.gov |
| Accelerator Ventures | Jackson | Not listed | 6 | adviserinfo.sec.gov |
| Blue Bear Investment Group, LLC | Jackson | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wyoming
- Advisers that manage private funds
- Wyoming Financial Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.