|
⚲
|
| REI Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 172220 |
| SEC # | 801-132863 |
| CIK # | |
| AUM | $196.8 M (2026-03-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 813-335-1757 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 2.4 |
| (b) Individuals (high net worth individuals) | 11 | 144.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.6 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 48.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 196.8 |
| By Discretionary | ||
| Discretionary | 59 | 148.5 |
| Non-Discretionary | 1 | 48.3 |
| Total | 60 | 196.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.8 | |
| Total | 60 | 196.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Attentive Investments LLC
✚
|
CA | 0.2 |
|
Copper Beech Financial Group LLC
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|
NJ | 0.2 |
|
Bautis Financial LLC
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|
APS Advisors
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|
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|
Fee-Only Fiduciary Advisors LLC
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MI | 0.2 |
|
Bradley Wealth LLC
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|
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|
Goyette Financial Planning Inc
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|
CA | 0.2 |
|
Friedenthal Financial LLC
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|
NJ | 0.2 |
|
Grand Central Investment Group LLC
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|
FL | 0.2 |
|
Reyes Financial Architecture Inc
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|
CA | 0.2 |