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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Unison glacier
- Established Date
- 10-08-2025
- Office Locations
- 1
Office Locations
About Locus Wealth Management
Locus Wealth Management is a Pennsylvania-registered, fee-only RIA founded by Ryan Moran, CFP®, providing modern financial planning and investment advice focused on clear, goal-based strategies, tax efficiency, and risk management. Portfolios are primarily ETF-based, with options aligned to socially responsible/ESG preferences. Digital-first workflow includes Altruist custody with RightCapital planning and AdvicePay billing.
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Investment Themes
Investment Vehicles
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Owner & Executives
Ryan Thomas Moran
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner
- CRD
- #6962976
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,567,069 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,567,069 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,567,069
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $308,405,751 | 33.7% |
| Equity - OTC | $370,635,992 | 40.5% |
| Cash | $236,108,854 | 25.8% |
| Total | $915,150,597 | 100.0% |