Reicon Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 12, 2026, reports $220M in regulatory assets under management, 5 employees, and 117 accounts.
Assets Under Management
$220M
Employees
5
Offices
--
Total Clients
59
Primary office
ATLANTA, GA
3166 MATHIESON DRIVE, SUITE 200, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 45.8% of total clients.
Top client categories% of clientsClients
1
HNWI
45.8%
27
2
Individuals
42.4%
25
3
Charitable
8.5%
5
4
Pooled Investment Vehicles
3.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$220Mas of March 12, 2026
Discretionary100.0%
$220M
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$220M
Total Accounts117
10Y AUM Change+$106M (+92.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee12:1
10Y Employee Change+2 (+66.7%)
* 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.