Ryan
Urech
Juncture Wealth Strategies, LLC
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About this Advisor
Ryan Urech is a chartered financial analyst operating out of Houston, Texas with 2 years of relevant experience. Urech is on the advisory team at Juncture Wealth Strategies, LLC. Throughout their career, Urech has worked at Wells Fargo Real Estate Asset Management, Avere Equity Advisors LLC, Cirrus Health, Avere Financial Group, LLC, Rycore Capital Gp LLC and Juncture Wealth Strategies, LLC. Urech maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Juncture Wealth Strategies, LLC is an advisory company that has its headquarters in Scottsdale, AZ. It has offices in two locations and a total of 11 employees. It controls $315 million in total assets among its 805 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 805 accounts, 42% are associated with high-net-worth individuals who have greater than $1 million in assets. Juncture Wealth Strategies, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice depend on the services. Fee types billed by Juncture Wealth Strategies, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Juncture Wealth Strategies, LLC Brokerage Details
$314,544,297
11
805
$390,738
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ryan Urech Work History
Ryan has been registered as a financial advisor for 2 years.*
Juncture Wealth Strategies, LLC
Rycore Capital Gp LLC
Wells Fargo Real Estate Asset Management
Avere Financial Group, LLC
Avere Equity Advisors LLC
Cirrus Health
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Urech to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Juncture Wealth Strategies, LLC
Scottsdale, AZ
Scottsdale, AZ
Naperville, IL
Scottsdale, AZ
Scottsdale, AZ
Houston, TX
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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