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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rezny Wealth Management Inc
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| CRD # | 109638 |
| SEC # | 801-79468 |
| CIK # | 0001535859 |
| AUM | $435.2 M (2025-03-04) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 800-618-8577 |
| Address | 5237 Summerlin Commons Blvd Fort Myers, FL 33907 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.7 | ||
| Oaktree Specialty Lending Corp | 2.6 | ||
| Microsoft Corp | 2.5 | ||
| Facebook Inc | 2.5 | ||
| Celestica Inc | 2.5 | ||
| Credo Technology Group Holding Ltd | 2.3 | ||
| Amazon Com Inc | 2.1 | ||
| Brookfield Asset Management Ltd | 2.1 | ||
| Brinker International Inc | 2.1 | ||
| Urban Outfitters Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 55.4 |
| (b) Individuals (high net worth individuals) | 164 | 379.8 |
| (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 | 781 | 435.2 |
| By Discretionary | ||
| Discretionary | 781 | 435.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 781 | 435.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 435.2 | |
| Total | 781 | 435.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001535859] |
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CA | 0.4 |
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IL | 0.4 |