Overview
Assets Under Management: $404 million
Headquarters: YUBA CITY, CA
High-Net-Worth Clients: 124
Average Client Assets: $2 million
Frequently Asked Questions
RYAN WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296851), RYAN WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
RYAN WEALTH MANAGEMENT, INC. is headquartered in YUBA CITY, CA.
RYAN WEALTH MANAGEMENT, INC. serves 124 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, RYAN WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
RYAN WEALTH MANAGEMENT, INC. manages $404 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, RYAN WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,636
Discretionary Accounts: 19
Non-Discretionary Accounts: 1,617
Regulatory Filings
CRD Number: 296851
Last Filing Date: 2024-03-27 00:00:00
Website: https://ryanwealth.com