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Ryan Patrick Wells

PATHWISE WEALTH PARTNERS, LLC·WALNUT CREEK, California
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1211 NEWELL AVE, WALNUT CREEK, CA 94596CRD# 4568402Firm CRD# 174215
01

About

Ryan Patrick Wells is a registered financial advisor based in WALNUT CREEK, California, affiliated with PATHWISE WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PATHWISE WEALTH PARTNERS, LLC
PATHWISE
AUM
$163M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PATHWISE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4568402
Firm CRD# 174215
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Patrick Wells offer?
Ryan Patrick Wells specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Ryan Patrick Wells's credentials?
Ryan Patrick Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Patrick Wells located?
Ryan Patrick Wells is based in WALNUT CREEK, California, working with PATHWISE WEALTH PARTNERS, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Ryan Patrick Wells charge for services?
Ryan Patrick Wells's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATHWISE WEALTH PARTNERS, LLC?
PATHWISE WEALTH PARTNERS, LLC has approximately 3 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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