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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Reach Wealth Management LLC
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|---|---|
| CRD # | 333710 |
| SEC # | 801-131955 |
| CIK # | |
| AUM | $145.0 M (2025-07-23) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 435-673-6350 |
| Address | 912 W 1600 S St George, UT 84770 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 45.0 |
| (b) Individuals (high net worth individuals) | 50 | 100.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 145.0 |
| By Discretionary | ||
| Discretionary | 600 | 145.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 600 | 145.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.0 | |
| Total | 600 | 145.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horowitz & Company Inc
✚
|
FL | 0.1 |
|
SIMA Wealth Partners LLC
✚
|
VA | 0.1 |
|
TNT Asset Management LLC
✚
|
TX | 0.1 |
|
Hallett Investments LLC
✚
|
WA | 0.1 |
|
Stolzer Rothschild Levy LLC
✚
|
NJ | 0.1 |
|
Integrated Wealthcare LLC
✚
|
NC | 0.1 |
|
Decamilla Capital Management LLC
✚
|
CA | 0.1 |
|
Bennett Associates Wealth Management
✚
|
PA | 0.1 |
|
Arch Global Advisors LLC
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|
NY | 0.1 |
|
Newground Social Investment SPC
✚
|
WA | 0.1 |