Ryan Wealth Management Inc

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Assets, Funds, Holdings

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Ryan Wealth Management Inc
CRD #296851
SEC #801-115068
CIK #
AUM
Employees 7 (43% Investors, 57% Brokers)
Phone530-671-2100
Address463 Century Park Dr
Yuba City, CA 95991
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
4503602701809002009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 536 166.5
(b) Individuals (high net worth individuals) 124 237.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,636 404.2
By Discretionary
Discretionary 19 3.1
Non-Discretionary 1,617 401.1
Total 1,636 404.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 404.2
Total 1,636 404.2
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