Lauren Ryan
Investment adviser representative at Interwealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$298MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Interwealth Management, LLCJan 2024 to now
- The Vanguard Group, Inc.Sep 2019 to Dec 2023
- Ursuline AcademyJun 2019 to Jul 2019
- Ursuline AcademyJun 2018 to Jul 2018
- Pearle VisionMay 2018 to Jul 2018
- Ursuline AcademyJun 2017 to Jul 2017
- Pearle VisionMay 2017 to Jul 2017
- Columbia University AthleticsDec 2016 to May 2019
- Columbia UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Interwealth Management, LLC
$298MAssets managed
278Clients
5Advisers
7 yearsIn 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
- 7172609
- Firm CRD
- 155597