Owner/cco · Rightoak Asset Management, LLC
Ryan J. Bytwerk
CRD 6102732 · Named on Form ADV at one SEC-registered adviser
At a glance
Rightoak Asset Management, LLC, an SEC-registered wealth manager with $112 million in regulatory assets, lists Ryan J. Bytwerk on its Form ADV as Owner/cco, a control person.
Firms and roles
- Rightoak Asset Management, LLCOwner/ccoWealth manager · United States · $112M in regulatory assets
AtlasMembers
Ryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.