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RYAN HERITAGE, LLP

SADDLE BROOK, NJ · CRD 317097 · IAPD ↗ · 201-556-0092

$18.8MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — RYAN HERITAGE, LLP reported RAUM down 27% ($25.6M -> $18.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
April 2025 — RYAN HERITAGE, LLP reported RAUM up 54% ($16.7M -> $25.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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