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Home > Retirement Planners > california > yuba city > RYAN WEALTH MANAGEMENT
RYAN WEALTH MANAGEMENT
463 Century Park Dr
Yuba City, California 95991
Tel: (530) 671-2100
About RYAN WEALTH MANAGEMENT
RYAN WEALTH MANAGEMENT, formally registered with the SEC as RYAN WEALTH MANAGEMENT. The firm was established in 04/25/2019. They have over 1 offices throughout the country.
RYAN WEALTH MANAGEMENT is a Yuba City, California based Financial Planning firm with nearly $404,164,092 assets under management, offering retirement planning & investment advisory services to 1636 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 296851 |
| SEC# | 801-115068 |
| Assets Managed by Firm | $404,164,092 |
| No. of Clients | 1636 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1636 | $404,164,092 |
| Individuals (other than high net worth individuals) | 536 | $166,514,900 |
| High net worth individuals | 124 | $237,649,192 |
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