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| Keyboard |
| Reach Wealth Management LLC
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|---|---|
| CRD # | 333710 |
| SEC # | 801-131955 |
| CIK # | |
| AUM | 184.7 M (2026-05-05) |
| Employees | 8 (50% 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) | 177 | 60.5 |
| (b) Individuals (high net worth individuals) | 53 | 124.2 |
| (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 | 672 | 184.7 |
| By Discretionary | ||
| Discretionary | 672 | 184.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 672 | 184.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.7 | |
| Total | 672 | 184.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Meadowbrook Investment Advisors LLC
✚
|
MI | 185.2 M |
|
PCB Capital LLC
✚
|
NJ | 184.8 M |
|
Torrey-Payne Wealth Management LLC
✚
|
CA | 184.8 M |
|
Greenway Wealth Advisors LLC
✚
|
NC | 184.5 M |
|
Storgate LLC
✚
|
184.5 M | |
|
Selkirk Wealth Advisors LLC
✚
|
WA | 184.4 M |
|
XO Capital LLC
✚
|
184.4 M | |
|
Longevity Capital Management LLC
✚
|
CA | 184.2 M |
|
Cooper Financial Services Inc
✚
|
CT | 184.1 M |
|
Authentikos Wealth Advisory LLC
✚
|
CA | 184.1 M |