← Tributary

RYAN WEALTH MANAGEMENT

YUBA CITY, CA · CRD 296851 · IAPD ↗ · (530) 671-2100

$404.2MRegulatory AUM
3Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — RYAN WEALTH MANAGEMENT (YUBA CITY, CA) left the SEC roster (was $404.2M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.