Ryan J Munoz
Investment Adviser Representative at Realta Investment Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ryan J. Munoz is an investment adviser representative with Realta Investment Advisors, Inc in Richardson, TX, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 4 firms, including Transce3nd LLC and Inspire Advisors, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Clairalpha Advisors LLCMar 2026 – no end date reportedRichardson, TX
- American Legacy SolutionsMay 2020 – Feb 2024Santa Ana, CA
- World Financial GroupDec 2018 – May 2020Orange, CA
- AMRFeb 2012 – Dec 2018Rancho Cucamonga, CA
- Brokers International Financial ServicesJan 2023 – Nov 2023Santa Ana, CA
- Inspire AdvisorsDec 2023 – Feb 2024Celina, TX
- Inspire Insurance, LLCFeb 2024 – Nov 2024Celina, TX
- Munoz Financial, LLCFeb 2024 – Nov 2024Celina, TX
- Realta Equities, Inc.Feb 2025 – no end date reportedWilmington, DE
- Transc3ndNov 2024 – Jan 2026Kyle, TX
- Realta Investment Advisors, Inc.Jan 2026 – no end date reportedWilmington, DE
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Realta Investment Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full-service broker-dealer and RIA platform offering traditional investments, private markets, and alternative strategies (including private equity, private credit, real estate, hedge funds, venture capital, oil and gas, structured products, 1031 exchanges, and tax-advantaged strategies); a full financial planning suite with tax capabilities; virtual assistant program; integrated technology stack; multiple custody options; dedicated due diligence team; and a service model built around direct access and fast answers.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 61
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Wilmington, DE
- SEC file number:
- 801-68000
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 6, 2026
View full firm profileOther advisors at Realta Investment Advisors, Inc
Showing 12 of 61 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan J Munoz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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