Ryan Wells
PathWise · Walnut Creek, California
Ryan Wells is a fee-only financial advisor at PathWise in Walnut Creek, California. Ryan focuses on small business owners. PathWise reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | PathWise |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $255.0M across 505 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4568402 |
| Exams passed | Series 63 (2002) · Series 65 (2004) · Series 66 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.pathwise.co |
| Profile |
How Ryan's firm compares
- PathWise's average account is about $505,000, from its Form ADV (assets managed divided by 505 accounts).
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Questions about Ryan
Is Ryan Wells a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and PathWise 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, PathWise, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Wells based?
Ryan Wells is based in Walnut Creek, California.
What does Ryan specialize in?
Ryan's specialties include small business owners.
Is Ryan Wells registered with the SEC?
Yes. Ryan Wells is registered as an investment adviser representative in CA and TX (CRD 4568402), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PathWise manage?
PathWise reports $255.0M across 505 accounts in assets under management.
How do I contact Ryan Wells?
Through Ryan's website, www.pathwise.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Walnut Creek
Other advisors in California who focus on small business owners
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
- PathWise 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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