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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-13-2024
- Office Locations
- 1
Office Locations
About RLN Wealth
RLN Wealth is a fee-only, fiduciary RIA providing financial planning and portfolio management for mid-career, equity-compensated professionals (including tech employees). The firm emphasizes tax-sensitive stock compensation strategies around vesting and other milestones alongside ongoing investment management. Led by Ryan Nelson, CFP and CPA (MBA, MAcc), RLN Wealth supports clients via a GeoWealth portal with Charles Schwab access.
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Investment Themes
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Services
Technology
Owner & Executives
RYAN R NELSON
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #7214411
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,133,972 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,133,972 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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