Philip Richman
Ciclo Wealth · Portland, Oregon
Philip Richman is a fee-only financial advisor at Ciclo Wealth in Portland, Oregon, who holds the CFP credential. Ciclo Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Ciclo Wealth |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $41.8M across 248 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 2838530 |
| Exams passed | Series 63 (2002) · Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ciclowealth.com |
| Profile |
How Philip's firm compares
- Ciclo Wealth's average account is about $169,000, from its Form ADV (assets managed divided by 248 accounts).
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Questions about Philip
Is Philip Richman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Ciclo Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Ciclo Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Philip Richman based?
Philip Richman is based in Portland, Oregon.
What credentials does Philip Richman hold?
Philip Richman holds the CFP credential.
Is Philip Richman registered with the SEC?
Yes. Philip Richman is registered as an investment adviser representative in OR and WA (CRD 2838530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ciclo Wealth manage?
Ciclo Wealth reports $41.8M across 248 accounts in assets under management.
How do I contact Philip Richman?
Through Philip's website, www.ciclowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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