Adeline Ruwe has been an investment adviser representative at Reyes Financial Architecture since June 2026, and is not listed among the firm’s executive officers or direct owners. Adeline Ruwe studied at Westmont College.
Reyes Financial Architecture Inc. is a San Diego, CA firm with $196M under management, 170 clients and 4 advisers in one office, as of its March 2026 filing.
Adeline Ruwe is Tax & Financial Planning Associate of Reyes Financial Architecture, working alongside David Reyes and the team to support tax planning, retirement planning and comprehensive financial strategies for clients. She spent six years in Virginia working as a paraplanner advisor, helping individuals and families prepare for retirement and navigate financial decisions.
Adeline Ruwe’s longest registration was 2 years at Osaic Wealth, Inc. (2024–2026). Before joining Reyes Financial Architecture in 2026, Adeline Ruwe was registered through Osaic Wealth, Inc. and Woodbury Financial Services, Inc.
- – present · under a yearSan Diego, CA · Adviser representative · Firm CRD 153194
- Osaic Wealth, Inc.– · 2 yearsReston, VA · Adviser representative · Firm CRD 23131
- Woodbury Financial Services, Inc.– · 1 yearReston, VA · Adviser representative · Firm CRD 421
Investment adviser representative registrations
Adeline Ruwe is registered as an investment adviser representative in California, since June 2026.
- CaliforniaSince 12 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 October 2021 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 28 September 2021 |
| SIE | Securities Industry Essentials Examination | 28 June 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7325528
- Firm
- Reyes Financial Architecture · CRD 153194
- Office
- 4660 LA JOLLA VILLAGE DRIVE, SUITE 725, San Diego, CA 92122
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reyesplan.com
Where does Adeline Ruwe work?
Adeline Ruwe is an investment adviser representative registered through Reyes Financial Architecture Inc. since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Adeline Ruwe a financial advisor?
Yes. Adeline Ruwe has a current investment-adviser registration in California, through Reyes Financial Architecture since June 2026.
How many years of experience does Adeline Ruwe have?
Adeline Ruwe has 4 years in the financial industry, since October 2021, across 3 adviser firms.
What exams has Adeline Ruwe passed?
Adeline Ruwe has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in June 2021.
Where did Adeline Ruwe work before Reyes Financial Architecture?
Before Reyes Financial Architecture, Adeline Ruwe was registered through Osaic Wealth, Inc., January 2024 to May 2026; Woodbury Financial Services, Inc., September 2022 to January 2024.
Where is Adeline Ruwe based?
Adeline Ruwe’s registered office is in San Diego, CA.
Is Adeline Ruwe registered with FINRA?
No. Adeline Ruwe has no current broker registration.
How can I verify Adeline Ruwe’s record?
Search CRD 7325528 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adeline Ruwe’s full registration record.
