# Locus Wealth Management

> Locus Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 338162
- Filed as: LOCUS WEALTH MANAGEMENT
- Legal name: Locus Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338162
- AdvisorCensus page: https://advisorcensus.com/firm/locus-wealth-management-338162

## Quick answers

**How is Locus Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Locus Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Locus Wealth Management registered with the SEC or a state?**
Locus Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338162.

**How much does Locus Wealth Management manage?**
Locus Wealth Management reports $17,456,770 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**What types of clients does Locus Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (6).

**Does Locus Wealth Management 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/338162

**What changed in Locus Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $8,567,069 to $17,456,770 (+104%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,456,770
- Discretionary: $17,456,770
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $4,725,012 |
| High net worth individuals | 6 | $12,731,758 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- locuswealthmanagement.com
- ryanmorancfp.substack.com
- Facebook facebook.com
- LinkedIn @locus-wealth
- LinkedIn @ryanmorancfp

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $8,567,069 to $17,456,770 (+104%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Locus Wealth Management (CRD 338162): Form ADV filing data as of October 2026.