Ryan Takeshi Miyamoto
Investment adviser representative at Derive Wealth
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$141.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Derive Wealth LLCJul 2016 to now
- Stashclass LLCDec 2020 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Derive Wealth
Legal name: Derive Wealth LLC
$141.3MAssets managed
125Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4821402
- Firm CRD
- 284619