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Ryan Daniel Wolfshorndl

ANODOS ADVISORS, LLC·GOLETA, California
Clean record15 years registeredANODOS ADVISORS, LLC
5290 OVERPASS RD, GOLETA, CA 93111CRD# 5950446Firm CRD# 140825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Daniel Wolfshorndl · GOLETA, CA
Registration
CRD #5950446 · ANODOS ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL VISION LLC
Feb 2013present
Jul 2011Mar 2024
GOLETA, CA
02

Registrations & Exams

Registration record
First registered · July 5, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ANODOS ADVISORS, LLC
CRD 140825 · SEC 801-67288
AUM
$754M
Regulatory assets under management
Employees
2
198 client accounts
Services offered by ANODOS ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Ryan Daniel Wolfshorndl offer?
Ryan Daniel Wolfshorndl specializes in Financial Planning, Investment Management. Contact their office in GOLETA, California for a consultation.
What are Ryan Daniel Wolfshorndl's credentials?
Ryan Daniel Wolfshorndl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Daniel Wolfshorndl located?
Ryan Daniel Wolfshorndl is based in GOLETA, California, working with ANODOS ADVISORS, LLC. Their office serves clients in the GOLETA metropolitan area and surrounding communities.
How does Ryan Daniel Wolfshorndl charge for services?
Ryan Daniel Wolfshorndl's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANODOS ADVISORS, LLC?
ANODOS ADVISORS, LLC has approximately 2 employees and manages $754M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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