INDIANAPOLIS, INCRD 121978Latest ADV March 19, 2026
Reify Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 19, 2026, reports $524M in regulatory assets under management, 15 employees, and 877 accounts.
Assets Under Management
$524M
Employees
15
Offices
--
Total Clients
247
Primary office
INDIANAPOLIS, IN
3500 DEPAUW BLVD., SUITE 1035, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.5% of total clients.
Top client categories% of clientsClients
1
HNWI
55.5%
137
2
Individuals
44.5%
110
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$524Mas of March 19, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$524M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$524M
Total Accounts877
10Y AUM Change+$128M (+32.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee16:1
10Y Employee Change+5 (+50.0%)
* 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.