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Building 2RYAN WEALTH MANAGEMENT

Map pinYUBA CITY, CA
Phone(530) 671-2100
NotebookSEC #801-115068
Total AUM
$404.2M
Employees
7
Clients
660

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
463 CENTURY PARK DR
YUBA CITY
CA 95991
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
(530) 671-2100

ReceiptFinancials

Total AUM
$404.2M
Accounts
1,636
Discretionary
$3.1M
Accounts
19
Non-Discretionary
$401.1M
Accounts
1,617

ContactClients

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Individual Clients
536
AUM
$166.5M
HNW Individual Clients
124
AUM
$237.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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