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Ryan Halleran

Gensphere Private Wealth, LLC
14 Years of Experience
Sammamish, WA
View SEC Summary
View SEC Summary

Ryan Halleran is a registered investment advisor at Gensphere Private Wealth, LLC, based in Sammamish, WA, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 6 clients with $50M in assets under management.

Gensphere Private Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
6 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$50.5M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.85%
$5.0M - $10.0M0.65%
$10.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.40%

Schedule reflects the investment-only offering tiers. GenSphere also offers a full-service offering starting at 1.0% for under $10M. Fees are negotiable for accounts over $50 million, and household accounts may be combined.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Sammamish, WA

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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.

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Employment History
Current Registrations
Gensphere Private Wealth, LLC
June 2026 - Present · 4 mos
Previous Registrations
Gensphere Private Wealth, LLC
January 2026 - July 2026 · 6 mos
D.A. Davidson & CO.Broker
July 2021 - January 2026 · 4 yrs 6 mos
D.A. Davidson & CO.
July 2021 - January 2026 · 4 yrs 6 mos
Parcion Private Wealth LLC
May 2020 - July 2021 · 1 yr 2 mos
UBS Financial Services INC.Broker
March 2018 - November 2019 · 1 yr 8 mos
UBS Financial Services INC.
March 2018 - November 2019 · 1 yr 8 mos
Wells Fargo Clearing Services, LLC
October 2012 - January 2018 · 5 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
October 2012 - January 2018 · 5 yrs 3 mos
Morgan Stanley
September 2011 - October 2012 · 1 yr 1 mo
Morgan StanleyBroker
August 2011 - October 2012 · 1 yr 2 mos
State Registrations1 state
WA
Advisor

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.
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