Overview
Assets Under Management: $110 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 39
Average Client Assets: $2.5 million
Frequently Asked Questions
REH WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153826), REH WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
REH WEALTH ADVISORS LLC is headquartered in RALEIGH, NC.
REH WEALTH ADVISORS LLC serves 39 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, REH WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
REH WEALTH ADVISORS LLC manages $110 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, REH WEALTH ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.41%
Average Client Assets: $2.5 million
Total Client Accounts: 200
Discretionary Accounts: 179
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 153826
Filing ID: 2042802
Last Filing Date: 2026-01-20 11:41:17