Reh Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated January 20, 2026, reports $110M in regulatory assets under management, 1 employee, and 200 accounts.
Assets Under Management
$110M
Employees
1
Offices
--
Total Clients
69
Primary office
RALEIGH, NC
8384 SIX FORKS, SUITE 102, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.5% of total clients.
Top client categories% of clientsClients
1
HNWI
56.5%
39
2
Individuals
43.5%
30
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of January 20, 2026
Discretionary96.0%
$106M
96% of total RAUM96.0%
Non-discretionary4.0%
$4M
4% of total RAUM4.0%
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.
Total AUM$110M
Total Accounts200
10Y AUM Change+$4M (+4.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee69:1
10Y Employee Change0 (0.0%)
* 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.