# R.M. Shannon Wealth Management, LLC

> R.M. Shannon Wealth Management, LLC is a state-registered investment advisory firm in St. Paul, MN, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 290718
- Filed as: R.M. SHANNON WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Paul, MN
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290718
- AdvisorCensus page: https://advisorcensus.com/firm/r-m-shannon-wealth-management-llc-st-paul-mn-290718

## Quick answers

**How is R.M. Shannon Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), R.M. Shannon Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is R.M. Shannon Wealth Management, LLC located?**
R.M. Shannon Wealth Management, LLC's principal office is in St. Paul, MN, according to its Form ADV.

**Is R.M. Shannon Wealth Management, LLC registered with the SEC or a state?**
R.M. Shannon Wealth Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290718.

**How much does R.M. Shannon Wealth Management, LLC manage?**
R.M. Shannon Wealth Management, LLC reports $30,971,803 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does R.M. Shannon Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (7).

**Does R.M. Shannon Wealth Management, 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/290718

## 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: $30,971,803
- Discretionary: $30,971,803
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,803,613 |
| High net worth individuals | 20 | $29,168,190 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, ND
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [feeonlynetwork.com/financial-advisor/ryan-shannon](https://feeonlynetwork.com/financial-advisor/ryan-shannon)
- [rmshannonwealth.com](https://rmshannonwealth.com)
- LinkedIn @r-m-shannon-wealth-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. R.M. Shannon Wealth Management, LLC (CRD 290718): Form ADV filing data as of October 2026.