Reyes Financial Architecture Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 12, 2026, reports $196M in regulatory assets under management, 5 employees, and 170 accounts.
Assets Under Management
$196M
Employees
5
Offices
--
Total Clients
170
Primary office
SAN DIEGO, CA
4660 LA JOLLA VILLAGE DRIVE, SUITE 725, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.8% of total clients.
Top client categories% of clientsClients
1
HNWI
68.8%
117
2
Individuals
31.2%
53
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of March 12, 2026
Discretionary100.0%
$196M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$196M
Total Accounts170
10Y AUM Change+$95M (+94.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee34:1
10Y Employee Change+1 (+25.0%)
* 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.