Overview
Assets Under Management: $197 million
High-Net-Worth Clients: 11
Average Client Assets: $13.1 million
Frequently Asked Questions
REI WEALTH MANAGEMENT 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 #172220), REI WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
REI WEALTH MANAGEMENT serves 11 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, REI WEALTH MANAGEMENT offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
REI WEALTH MANAGEMENT manages $197 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, REI WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.23%
Average Client Assets: $13.1 million
Total Client Accounts: 60
Discretionary Accounts: 59
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 172220
Filing ID: 2066437
Last Filing Date: 2026-03-20 16:14:42