Ryan Wells, financial advisor Walnut Creek CA

Ryan Wells

CRD Number: 4568402
Current Firm: Pathwise

Ryan Wells (CRD# 4568402) is an Investment Advisor Representative working at Pathwise in Walnut Creek, CA and has over 21 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Pathwise Wealth Partners, LLC Pleasant Hill, CA Nov 2014 - Current 9
Acclaro Wealth Management Walnut Creek, CA Feb 2012 - Mar 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Sep 2004
S66 NASAA Uniform Combined State Law Examination Jan 2004
Contact Info for Ryan P. Wells
Phone Number: 925-939-5607
Firm Website: http://www.pathwise.co
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    475
    ACCOUNTS
  • Average Account Value
    $342,171
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX

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