Rehmann Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lansing, MI. Its latest Form ADV filing, dated March 30, 2026, reports $5.3B in regulatory assets under management, 39 employees, 13 offices, and 6,020 accounts.
Top client segmentHNWI represent 44.1% of total clients.
Top client categories% of clientsClients
1
HNWI
44.1%
1,123
2
Individuals
41.7%
1,063
3
Pension Plans
10.5%
267
4
Corporations
3.3%
83
5
Charitable
0.5%
13
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.3Bas of March 30, 2026
Discretionary75.6%
$4.0B
76% of total RAUM75.6%
Non-discretionary24.4%
$1.3B
24% of total RAUM24.4%
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$5.3B
Total Accounts6,020
10Y AUM Change+$1.8B (+51.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee65:1
10Y Employee Change-9 (-18.8%)
* 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.