Ravi Myneni
Banyantree Wealth Management · Oakton, Virginia
Ravi Myneni is a fee-only financial advisor at Banyantree Wealth Management in Oakton, Virginia. Banyantree Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Banyantree Wealth Management |
|---|---|
| Based in | Oakton, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.4M across 30 accounts |
| SEC registration | Investment adviser representative in VA · CRD 1713933 |
| Exams passed | Series 63 (1996) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Ravi's firm compares
- Banyantree Wealth Management's average account is about $545,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Ravi
Is Ravi Myneni a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ravi holds no broker registration, and Banyantree Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ravi charge for financial advice?
Ravi's firm, Banyantree Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ravi Myneni based?
Ravi Myneni is based in Oakton, Virginia.
Is Ravi Myneni registered with the SEC?
Yes. Ravi Myneni is registered as an investment adviser representative in VA (CRD 1713933), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Banyantree Wealth Management manage?
Banyantree Wealth Management reports $16.4M across 30 accounts in assets under management.
How do I contact Ravi Myneni?
Contact details aren't on file yet. Search for Banyantree Wealth Management.
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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