Rei Wealth Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 20, 2026, reports $197M in regulatory assets under management, 2 employees, and 60 accounts.
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 42.3% of total clients.
Top client categories% of clientsClients
1
HNWI
42.3%
11
2
Individuals
38.5%
10
3
Pension Plans
7.7%
2
4
Charitable
3.8%
1
5
Insurance Cos.
3.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$197Mas of March 20, 2026
Discretionary75.4%
$148M
75% of total RAUM75.4%
Non-discretionary24.6%
$48M
25% of total RAUM24.6%
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$197M
Total Accounts60
10Y AUM Change+$34M (+20.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee13:1
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.