Ryan Tannahill
Investment adviser representative at Ia Private Wealth (USA) Inc.
11 yearsExperience
1 stateRegistered in
$135.1MFirm assets
4 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ia Private Wealth (USA) Inc.Oct 2025 to now
- Ia Private WealthJun 2024 to now
- UnemployedAug 2023 to Jun 2024
- Full Time EducationNov 2022 to Aug 2023
- Turtle Bay Crossing Liquor MerchantsJun 2021 to Nov 2022
- Wood Lake Rv ParkMay 2019 to Oct 2022
- Full Time EducationAug 2018 to May 2019
- Save-on-foodsOct 2017 to Jul 2018
- Coffee Culture Cafe and EateryJan 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ia Private Wealth (USA) Inc.
$135.1MAssets managed
199Clients
10Advisers
4 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
- 8165340
- Firm CRD
- 322127