Partner · Bare Wealth Advisors
Ryan M. Kurtz
CRD 3087280 · Named on Form ADV at one SEC-registered adviser
At a glance
Bare Wealth Advisors, an SEC-registered wealth manager based in GAP, PA with $662 million in regulatory assets, lists Ryan M. Kurtz on its Form ADV as Partner, a control person.
Firms and roles
- Bare Wealth AdvisorsPartnerWealth manager · GAP, PA · $662M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Open Atlas freeMember sign in
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Curtis M. BurkholderChief Compliance Officer, Bare Wealth Advisors
- Ronald D. BareCEO, Bare Wealth Advisors
- Clair L. KingPartner, Bare Wealth Advisors
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.