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| Happy Holidays!! thanks for using AUM13F!! |
| Reicon Wealth Advisors LLC
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|---|---|
| CRD # | 315043 |
| SEC # | 801-128295 |
| CIK # | |
| AUM | $189.8 M (2025-06-27) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 404-328-2120 |
| Address | 3166 Mathieson Drive Atlanta, GA 30305 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | RWA Direct Investments II LLC | [2023-06-07] | 1.0 | 1.5 |
| PE | RWA Direct Investments I LLC | [2023-06-07] | 1.0 | 1.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 3.2 |
| (b) Individuals (high net worth individuals) | 20 | 106.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 3.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 77.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 189.8 |
| By Discretionary | ||
| Discretionary | 60 | 189.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 60 | 189.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.8 | |
| Total | 60 | 189.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Reicon Wealth Advisors LLC | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ninth Eternity Asset Management LLC
✚
|
MA | 0.2 |
|
Heights LLC
✚
|
CA | 0.2 |
|
Refined Wealth Management
✚
|
UT | 0.2 |
|
Accelerated Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Chapel Bridge Wealth Advisors LLC
✚
|
PR | 0.2 |
|
Alliance Investment Management LLC
✚
|
MI | 0.2 |
|
Athos Private Wealth LLC
✚
|
UT | 0.2 |
|
Capital IP Investment Partners LP
✚
|
0.2 | |
|
Argus Investors' Counsel Inc
✚
|
NY | 0.2 |
|
Alan B Lancz & Associates Inc
✚
|
OH | 0.2 |