NEW PHILADELPHIA, OHCRD 108913Latest ADV January 16, 2026
Rea Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Philadelphia, OH. Its latest Form ADV filing, dated January 16, 2026, reports $892M in regulatory assets under management, 20 employees, 7 offices, and 1,818 accounts.
Assets Under Management
$892M
Employees
20
Offices
7 offices
Total Clients
938
Primary office
NEW PHILADELPHIA, OH
419 W HIGH AVE, NEW PHILADELPHIA, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
705
2
HNWI
19.7%
185
3
Corporations
3.5%
33
4
Pension Plans
1.3%
12
5
Charitable
0.3%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$892Mas of January 16, 2026
Discretionary98.7%
$881M
99% of total RAUM98.7%
Non-discretionary1.3%
$11M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$892M
Total Accounts1,818
10Y AUM Change+$569M (+175.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee47:1
10Y Employee Change+3 (+17.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.