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Lingyun Yang

RHP WEALTH MANAGEMENT
HOUSTON, TX
·CRD# 7919149·1 year experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Iris Yang

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

1 years in the financial services industry

Current & Past Employments

RHP WEALTH MANAGEMENT·CRD# 304735
RIA
12000 Aerospace Avenue Suite 420, Houston, TX 77034
September 4, 2025 - Present
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Houston, TX
April 16, 2025 - July 10, 2025
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Houston, TX
March 31, 2025 - July 10, 2025

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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 - SEC (7/17/2019 Approved)

Contact Information

Main Address

12000 Aerospace Avenue Suite 420, Houston, TX 77034

Phone Number

(713) 554-2252

# of Employees

9

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR RHP (6/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

643

AUM (Assets Under Management)

$344,799,694

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
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 - SEC (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.
IAR
Texas
(9/4/2025)

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 66 — Uniform Combined State Law Examination

Passed Feb 2025About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2025About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Lingyun Yang's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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