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| Keyboard |
| Rees Wealth Management LLC
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|---|---|
| CRD # | 335458 |
| SEC # | 801-132855 |
| CIK # | |
| AUM | 115.7 M (2026-03-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 941-444-1120 |
| Address | 240 S Pineapple Ave Sarasota, FL 34236 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 20.6 |
| (b) Individuals (high net worth individuals) | 43 | 94.7 |
| (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 | 0.5 |
| (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 | 315 | 115.7 |
| By Discretionary | ||
| Discretionary | 315 | 115.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 315 | 115.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.7 | |
| Total | 315 | 115.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sacajawea & Company LLC
✚
|
116.1 M | |
|
NPM Consulting LLC
✚
|
116.1 M | |
|
Private Counsel Group Ltd
✚
|
IN | 116.0 M |
|
Paragon Asset Management Inc
✚
|
CA | 115.9 M |
|
Portfolio Advisory Group Inc
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|
VA | 115.8 M |
|
Inukshuk Capital Management Inc
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|
115.7 M | |
|
McCormack Financial Planning Inc
✚
|
GA | 115.7 M |
|
Wealth Compass Financial Inc
✚
|
CA | 115.4 M |
|
Pariax LLC
✚
|
CA | 115.4 M |
|
Passport Wealth Management LLC
✚
|
NC | 115.3 M |