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Ryan Van Blarcom

APRIO WEALTH MANAGEMENT
BROOKFIELD, WI
·CRD# 7006804·5 years experience

Professional Summary

Ryan Van Blarcom is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Brookfield, Wisconsin. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 2 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

APRIO WEALTH MANAGEMENT, LLC·CRD# 127333
RIA
Brookfield, WI
January 21, 2026 - Present
ANNEX WEALTH MANAGEMENT, LLC·CRD# 127987
RIA
Brookfield, WI
October 25, 2021 - January 2, 2026

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Current Firm

AW
APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326
RIA
Registered Investment Advisory firm - SEC (7/9/2004 Approved)
Georgia
Registered Investment Advisory firm - Georgia (7/16/2004 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2002 Summit Boulevard Suite 120, Atlanta, GA 30319

Phone Number

(404) 892-9651

# of Employees

55

SEC notice filing (39 States and Territories)

Registered to provide investment advisory services in 39 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APRIO WEALTH MANAGEMENT ADV 2A (6/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,258

AUM (Assets Under Management)

$4,154,843,929

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/02/2026Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Data Analyst for 5 family owned McDonald's - NOT investment related, started 04/2020, 8-10 hours per month, not during trading hours, basic data entry to analyze performance metrics.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326
RIA
Registered Investment Advisory firm - SEC (7/9/2004 Approved)
Georgia
Registered Investment Advisory firm - Georgia (7/16/2004 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Wisconsin
(1/21/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2021About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2021About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Van Blarcom's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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