Aubrea Ryan is a registered investment advisor at W3 Wealth Advisors, LLC, based in Akron, OH, with 22 years of industry experience. Aubrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W3 Wealth Advisors does not directly manage investments. Instead, they recommend managed account programs through Valmark Advisers, Inc., where fees are described in Valmark's brochure. These programs may allocate assets to different funds or portfolio managers. Clients may pay custodial, transaction, or account maintenance fees, but W3 does not share in these fees. Clients can buy securities outside these programs without incurring program fees.
Location
301 Springside Drive, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
W3 Wealth Advisors, LLC
Valmark Securities, INC.Broker
Valmark Securities, INC.
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Capfinancial Securities, LLC.Broker
Captrust
UBS Financial Services INC.
UBS Financial Services INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Northwestern Mutual Investment Services, LLCBroker
RBC Dain Rauscher INC.Broker
William R. Hough & CO.Broker
State Registrations1 state
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