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RIA / WealthAdvisor23 years in industry

Aubrea Ryan

Advisor at W3 WEALTH ADVISORS, LLC

AKRON, OH

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Search this name across graphsid dfx:ria:b2d750a2-005c-54a2-5e4b-a27c3eac015e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 29, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W3 WEALTH ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 30, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 30, 2003
First registration: Oct 29, 2009
Dual registered: no
Other names: AUBREA ANNE MIKOLAY|AUBREA ANNE MIKOLAY|Aubrea Mikolay Ryan|Aubrea Ryan
IAPD individual key: 4623944

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W3 WEALTH ADVISORS, LLC	State registered	Oct 28, 2025	n/a	yes	AKRON, OH	Current employment
PLANMEMBER SECURITIES CORPORATION	Independent wealth	Jul 9, 2025	Sep 19, 2025	no	Carpinteria, CA\|Copley, OH	Previous registration
Captrust	Institutional manager	Oct 31, 2019	May 27, 2025	no	Uniontown, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 14, 2015	Oct 24, 2019	no	HUDSON, OH	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Aug 6, 2014	Oct 30, 2014	no	NORTHFIELD, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 29, 2009	Apr 1, 2014	no	FORT MYERS, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PLANMEMBER SECURITIES CORPORATION	W3 WEALTH ADVISORS, LLC	Sep 19, 2025	Oct 28, 2025	39	Firm change	RIA to state RIA
Captrust	PLANMEMBER SECURITIES CORPORATION	May 27, 2025	Jul 9, 2025	43	Firm change	Other
UBS FINANCIAL SERVICES INC.	Captrust	Oct 24, 2019	Oct 31, 2019	7	Firm change	Other
CITIZENS SECURITIES, INC.	UBS FINANCIAL SERVICES INC.	Oct 30, 2014	Jan 14, 2015	76	Firm change	Other
UBS FINANCIAL SERVICES INC.	CITIZENS SECURITIES, INC.	Apr 1, 2014	Aug 6, 2014	127	Firm change	Other

Relationships

Registered with (5)

→ W3 WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Oct 28, 2025 to presentfactForm ADV
→ PLANMEMBER SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 9, 2025 to Sep 19, 2025factForm ADV
→ CAPTRUSTRegistered adviserregistration: previous registration
Oct 31, 2019 to May 27, 2025factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 14, 2015 to Oct 24, 2019factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Aug 6, 2014 to Oct 30, 2014factForm ADV

Dated events

Occurred
Sep 19, 2025
Advisor changed firm
Aubrea Ryan left Planmember Securities Corporation for W3 Wealth Advisors, Llc (registered 2025-10-28)
Form ADVobserved 4 days ago
Occurred
May 27, 2025
Advisor changed firm
Aubrea Ryan left Captrust for Planmember Securities Corporation (registered 2025-07-09)
Form ADVobserved 4 days ago