William Daniel Ryan
Investment adviser representative at Elevation Point Wealth Partners, LLC
14 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Elevation Point Wealth Partners, LLCApr 2025 to now
- Independent Insurance AgentJan 2025 to now
- Triton WealthJan 2025 to Sep 2025
- Gartner Inc.Sep 2021 to Jan 2025
- Starkey Hearing TechnologiesFeb 2011 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Elevation Point Wealth Partners, LLC
$8.3BAssets managed
4,936Clients
56Advisers
20 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
- 8031171
- Firm CRD
- 137068