Adeline Ruwe

REYES FINANCIAL ARCHITECTURE

SAN DIEGO, CA 92122

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CRD#: 7325528

Professional summary

Adeline Ruwe is a registered financial advisor currently at REYES FINANCIAL ARCHITECTURE INC. located in San Diego, California.

Adeline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Adeline has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adeline Ruwe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 12, 2026 - Present

REYES FINANCIAL ARCHITECTURE INC.

Office #1: 4660 La Jolla Village Drive Suite 725, San Diego, CA 92122

RIA

CRD#: 153194

SAN DIEGO, CA

Past

January 19, 2024 - May 12, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

RESTON, VA

Past

January 19, 2024 - May 12, 2026

OSAIC WEALTH, INC.

CRD#: 23131

RESTON, VA

Past

September 6, 2022 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

RESTON, VA

Past

September 28, 2021 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

RESTON, VA

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".

REYES FINANCIAL ARCHITECTURE INC.

CRD#: 153194 / SEC#: 801-125730

RIA

Registered Investment Advisory firm - (5/25/2022 Approved)

California

Registered Investment Advisory firm - (7/14/2022 Terminated)

Texas

Registered Investment Advisory firm - (6/14/2022 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.

Highlighted states indicate IAR registrations

IAR

California
(6/12/2026)

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

State Security Law Exam

IAR

Series 65

Date: 8/31/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 9/28/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 6/28/2021

Securities Industry Essentials Examination

Current Firm

REYES FINANCIAL ARCHITECTURE INC.

CRD#: 153194 / SEC#: 801-125730

RIA

Registered Investment Advisory firm - (5/25/2022 Approved)

California

Registered Investment Advisory firm - (7/14/2022 Terminated)

Texas

Registered Investment Advisory firm - (6/14/2022 Terminated)

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Contact information

Main Address

4660 La Jolla Village Drive Suite 725, San Diego, CA 92122

Mailing Address

Phone number

(858) 597-1966

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RFA - FORM ADV PART 2A (3/12/2026)

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 196,182,788

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Adeline Ruwe

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adeline Ruwe's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

REYES FINANCIAL ARCHITECTURE INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2022

Series 63

Date: 10/13/2021

Series 6TO

Date: 9/28/2021

SIE

Date: 6/28/2021

Current Firm

REYES FINANCIAL ARCHITECTURE INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REYES FINANCIAL ARCHITECTURE INC.

TRUST BUT VERIFY

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