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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FocusFrontier peak +more
- Established Date
- 07-08-2019
- Office Locations
- 1
Office Locations
About Educated Solutions
Malibu Wealth Planning (Educated Solutions) is an independent California wealth manager led by founder Ryan Morelli, focused on retirement income and planning for individuals and families. The firm provides retirement, tax, income/money, and risk planning alongside ongoing portfolio management, using ETFs and fixed income in managed accounts (Schwab custody). Morelli brings 30+ years’ experience and produces investor education, including a published book and media contributions.
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Owner & Executives
RYAN L MORELLI
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2968770
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $653,266,207 | 14.7% |
| Corporate - Investment Grade | $751,033,939 | 16.9% |
| U.S. Government/Agency | $782,141,854 | 17.6% |
| Cash | $866,577,622 | 19.5% |
| Corporate - Non-Investment Grade | $857,689,646 | 19.3% |
| Equity - OTC | $533,278,537 | 12.0% |
| Total | $4,443,987,805 | 100.0% |