# Ciclo Wealth LLC

> Ciclo Wealth LLC is a state-registered investment advisory firm in Portland, OR, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 312016
- Filed as: CICLO WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312016
- AdvisorCensus page: https://advisorcensus.com/firm/ciclo-wealth-llc-portland-or-312016

## Quick answers

**How is Ciclo Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ciclo Wealth LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ciclo Wealth LLC located?**
Ciclo Wealth LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Ciclo Wealth LLC registered with the SEC or a state?**
Ciclo Wealth LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 312016.

**How much does Ciclo Wealth LLC manage?**
Ciclo Wealth LLC reports $41,804,477 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Ciclo Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (21); charitable organizations (2).

**Does Ciclo Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312016

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $41,804,477
- Discretionary: $41,804,477
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $14,048,958 |
| High net worth individuals | 21 | $27,628,232 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $127,287 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ciclowealth.com](https://ciclowealth.com)
- Instagram @ciclowealth
- LinkedIn @philrichman

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ciclo Wealth LLC (CRD 312016): Form ADV filing data as of October 2026.