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| Keyboard |
| Rechter Wealth Management LLC
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|---|---|
| CRD # | 125254 |
| SEC # | 801-135754 |
| CIK # | |
| AUM | 133.5 M (2026-04-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 703-304-9195 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 11.7 |
| (b) Individuals (high net worth individuals) | 37 | 121.8 |
| (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 | 180 | 133.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 180 | 133.5 |
| Total | 180 | 133.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.5 | |
| Total | 180 | 133.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blue Star Wealth Management LLC
✚
|
FL | 134.0 M |
|
Lewis Financial LLC
✚
|
CA | 133.9 M |
|
Blue Jean Financial LLC
✚
|
NY | 133.3 M |
|
V M Manning & Co Inc
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SC | 133.3 M |
|
Certified Financial Strategies Corporation
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TX | 133.3 M |
|
Lifecapital Partners LLC
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NY | 133.2 M |
|
Jacobs Equity
✚
|
UT | 133.2 M |
|
Kanos Capital Management LLC
✚
|
TX | 133.2 M |
|
Family Financial Group
✚
|
LA | 133.0 M |
|
Safran Wealth Advisors LLC
✚
|
NY | 132.9 M |