Ryan Dunlap
Wealthbridge Capital Management · Englewood, Florida
Ryan Dunlap is a fee-only financial advisor at Wealthbridge Capital Management in Englewood, Florida. Wealthbridge Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthbridge Capital Management |
|---|---|
| Based in | Englewood, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $709.7M across 1,890 accounts |
| SEC registration | Investment adviser representative in FL, OH · CRD 2761374 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | wealthbridgecm.com |
| Profile |
How Ryan's firm compares
- Wealthbridge Capital Management's average account is about $376,000, from its Form ADV (assets managed divided by 1,890 accounts).
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Questions about Ryan
Is Ryan Dunlap a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Wealthbridge Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Wealthbridge Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Dunlap based?
Ryan Dunlap is based in Englewood, Florida.
Is Ryan Dunlap registered with the SEC?
Yes. Ryan Dunlap is registered as an investment adviser representative in FL and OH (CRD 2761374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wealthbridge Capital Management manage?
Wealthbridge Capital Management reports $709.7M across 1,890 accounts in assets under management.
How do I contact Ryan Dunlap?
Through Ryan's website, wealthbridgecm.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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