A complete list of active advisors currently associated with Ciclo Wealth LLC

Warmer can help you find a great advisor at Ciclo Wealth LLC or one who fits your needs even better.

Ciclo Wealth provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its services include creation of an Investment Policy Statement, asset allocation and selection, and regular portfolio monitoring tailored to each client’s goals and risk tolerance. The firm applies modern portfolio theory and a long‑term trading approach, primarily recommending ETFs, mutual funds, equities (including employer stock awards) and fixed income, and it offers both discretionary and non‑discretionary management. Ciclo tailors plans using model allocations and financial‑planning software, provides clients with portal access for plan inputs and outputs, and reviews accounts at least quarterly. Compared with many independent advisers, Ciclo explicitly lists charitable organizations among its client types, which is a less common focus for firms of this category. The firm requires custody through Schwab Institutional, making use of Schwab’s institutional trading, custody and technology services, and it states it does not accept third‑party sales compensation or performance‑based fees.

To learn more about the advisors currently working at Ciclo Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Philip Richman	Portland, OR	27

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