Ryan Bytwerk has been Owner/CCO of RightOak Asset Management since August 2025, is a control person of the firm and directly owns 75% or more of it. Ryan Bytwerk holds a Bachelor's degree in Finance from Michigan State University.
Rightoak Asset Management, LLC is a firm with $112M under management, 742 clients and 6 advisers in one office, as of its September 2026 filing.
Ryan Bytwerk is President, Chief Compliance Officer and Financial Advisor of RightOak Asset Management. He has over 15 years of experience. His services include developing short and long-term financial goals, assisting with retirement planning needs and managing investment portfolios, and he is also able to offer insurance products.
Ryan Bytwerk’s longest registration was 10 years at Gradient Wealth Management (2015–2025). Before joining RightOak Asset Management in 2025, Ryan Bytwerk was registered through Gradient Wealth Management and Gradient Advisors, LLC.
- – present · 1 yearGrand Ledge, MI · Adviser representative · Firm CRD 337832
- Gradient Wealth Management– · 10 yearsGrand Ledge, MI · Adviser representative · Firm CRD 127701
- Gradient Advisors, LLC– · 2 yearsGrand Ledge, MI · Adviser representative · Firm CRD 152665
Investment adviser representative registrations
Ryan Bytwerk is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2025.
- MichiganSince 17 October 2025
- TexasResidentSince 20 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ryan John Bytwerk
- CRD
- 6102732
- Firm
- RightOak Asset Management · CRD 337832
- Role
- Owner/CCO
- Office
- Grand Ledge, MI
- Registration
- Investment adviser registration
- In the industry since
- August 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rightoakassetmanagement.com
Where does Ryan Bytwerk work?
Ryan Bytwerk has been Owner/CCO of Rightoak Asset Management, LLC since August 2025, and is a control person of the firm.
Is Ryan Bytwerk a financial advisor?
Yes. Ryan Bytwerk has a current investment-adviser registration in Michigan and Texas, through RightOak Asset Management since October 2025.
How many years of experience does Ryan Bytwerk have?
Ryan Bytwerk has 14 years in the financial industry, since August 2012, across 3 adviser firms.
What exams has Ryan Bytwerk passed?
Ryan Bytwerk passed the Series 65 in July 2012.
Where did Ryan Bytwerk work before RightOak Asset Management?
Before RightOak Asset Management, Ryan Bytwerk was registered through Gradient Advisors, LLC, August 2012 to March 2015.
Where is Ryan Bytwerk based?
Ryan Bytwerk’s registered office is in Grand Ledge, MI.
Is Ryan Bytwerk registered with FINRA?
No. Ryan Bytwerk has no current broker registration.
How can I verify Ryan Bytwerk’s record?
Search CRD 6102732 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Bytwerk’s full registration record.