RW
CFP
RW
CFP

Ryan Wood

15 Years of Experience
Richardson, TX
Broker

Ryan Wood is a CFP-designated registered investment advisor at Lemnis Capital, based in Richardson, TX, with 15 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 352 clients with $98M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Assets Under Management
$97.9M
Loading...

Location

2400 Lakeside Blvd, Suite 200, Richardson, TX, 75082

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Ryan is a landlord for a property located on Lorenzo Drive in Grand Prairie, TX. This activity is not investment-related.

Employment History
Current Registrations
Lemnis Capital
March 2026 - Present · 7 mos
Innovation Partners LLC
March 2026 - Present · 7 mos
Innovation Partners LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
Equitable Advisors, LLC
June 2011 - March 2026 · 14 yrs 9 mos
Equitable Advisors, LLCBroker
March 2011 - March 2026 · 15 yrs
State Registrations4 states
COFLOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors