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Lingyun Yang

RHP WEALTH MANAGEMENT
Houston, TX 77034
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CRD#: 7919149
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Professional summary


Lingyun Yang, who also goes by Iris Yang, is a registered financial advisor currently at RHP WEALTH MANAGEMENT located in Houston, Texas.

Lingyun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lingyun has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Iris Yang

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.
1. PAWFESSOR INC, 30 N GOULD ST, STE N, SHERIDAN, WY 82801; SECRETARY; START 8/8/2024; 0 HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lingyun Yang'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

September 4, 2025 - Present

RHP WEALTH MANAGEMENT

Office #1: 12000 Aerospace Avenue Suite 420, Houston, TX 77034
RIA
CRD#: 304735
Houston, TX
Past

April 16, 2025 - July 10, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
HOUSTON, TX
Past

March 31, 2025 - July 10, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
HOUSTON, TX

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".
RW
RHP WEALTH MANAGEMENT
RHP WEALTH MANAGEMENT | STARK WEALTH ADVISORS, LLC | ROYAL HARBOR PARTNERS, LLC

CRD#: 304735 / SEC#: 801-116961

RIA
Registered Investment Advisory firm - (7/17/2019 Approved)

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
Texas
(9/4/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2025
General Securities Representative Examination
General Industry/Product Exam

Current Firm


RW
RHP WEALTH MANAGEMENT
RHP WEALTH MANAGEMENT | STARK WEALTH ADVISORS, LLC | ROYAL HARBOR PARTNERS, LLC

CRD#: 304735 / SEC#: 801-116961

RIA
Registered Investment Advisory firm - (7/17/2019 Approved)
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Contact information


Main Address
12000 Aerospace Avenue Suite 420, Houston, TX 77034
Mailing Address
Phone number
(713) 554-2252
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR RHP (10/24/2025)

Regulatory assets under management


Total Number of Accounts636
AUM (Assets Under Management)$ 307,027,066

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.

Company Information


RHP WEALTH MANAGEMENT

CRD#: 304735Houston, TX 77034

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