|
⚲
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| Reify Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 121978 |
| SEC # | 801-123324 |
| CIK # | |
| AUM | $524.4 M (2026-03-19) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 317-872-5090 |
| Address | 3500 Depauw Blvd Indianapolis, IN 46268 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 73.2 |
| (b) Individuals (high net worth individuals) | 137 | 451.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 877 | 524.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 877 | 524.4 |
| Total | 877 | 524.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 524.4 | |
| Total | 877 | 524.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sa Mason LLC
✚
|
MI | 0.5 |
|
Peterson Wealth Services Inc
✚
|
UT | 0.5 |
|
Noble Family Wealth LLC
✚
|
FL | 0.5 |
|
Compass Financial Advisory Services LLC
✚
|
FL | 0.5 |
|
Core Planning LLC
✚
|
MO | 0.5 |
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.5 |
|
Leading Edge Financial Planning LLC
✚
|
TN | 0.5 |
|
Benin Management Corp
✚
|
0.5 | |
|
Disciplined Equity Management Inc
✚
|
FL | 0.5 |
|
Uncommon Cents Investing LLC
✚
|
WI | 0.5 |