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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