Ryan Halleran
GenSphere Private Wealth · Sammamish, Washington
Ryan Halleran is a fee-only financial advisor at GenSphere Private Wealth in Sammamish, Washington. Ryan charges a percentage of assets and a one-time planning fee and focuses on estate & legacy planning, tax planning and founders (pre-exit).
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | GenSphere Private Wealth |
|---|---|
| Based in | Sammamish, Washington |
| Fee model | Percentage of assets · One-time planning fee |
| Assets under management | $50.5M across 35 accounts |
| SEC registration | Investment adviser representative in WA · CRD 5953094 |
| Exams passed | Series 66 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.genspherepw.com |
| Profile |
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Questions about Ryan
Is Ryan Halleran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and GenSphere Private Wealth 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 charges a percentage of assets and a one-time planning fee.
Where is Ryan Halleran based?
Ryan Halleran is based in Sammamish, Washington.
What does Ryan specialize in?
Ryan's specialties include estate & legacy planning, tax planning and founders (pre-exit). Ryan works with founders, executives and multi-generational families.
Is Ryan Halleran registered with the SEC?
Yes. Ryan Halleran is registered as an investment adviser representative in WA (CRD 5953094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GenSphere Private Wealth manage?
GenSphere Private Wealth reports $50.5M across 35 accounts in assets under management.
How do I contact Ryan Halleran?
Through Ryan's website, www.genspherepw.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
- GenSphere Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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