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Peter Thomas Ryan

Alikos Wealth Management, LLC

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About Peter Thomas Ryan

Peter Thomas Ryan is a registered investment advisor representative with Alikos Wealth Management, LLC. Peter Ryan is a registered investment advisor in District of Columbia, Maryland and Virginia. Peter Ryan has been in the financial industry since 1991 and has worked at Ryan & Wetmore P.C. and Alikos Wealth Management, LLC. Peter Ryan holds a Series 65 license. Alikos Wealth Management, LLC offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Peter Ryan is currently registered with Alikos Wealth Management, LLC. Alikos Wealth Management, LLC is a Registered Investment Advisor with approximately $52.50 million in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and businesses. Their client base is primarily comprised of high-net-worth individuals, with 18 clients and $49.79 million in assets under management, as well as individuals other than high-net-worth individuals, with 12 clients and $2.71 million in assets under management. They also provide services in selecting other advisors and offer portfolio management services to businesses.

$52.50M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Ryan’s Registration & Firm History

MD

10/06/2016 - Present

Alikos Wealth Management, LLC (Bethesda MD)

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Licenses & Designations

IA

Issued 01/04/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Thomas Ryan.
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