Overview
Assets Under Management: $435 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 164
Average Client Assets: $2 million
Frequently Asked Questions
REZNY WEALTH MANAGEMENT, INC. 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 #109638), REZNY WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
REZNY WEALTH MANAGEMENT, INC. is headquartered in FORT MYERS, FL.
REZNY WEALTH MANAGEMENT, INC. serves 164 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, REZNY WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
REZNY WEALTH MANAGEMENT, INC. manages $435 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, REZNY WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 781
Discretionary Accounts: 781
Regulatory Filings
CRD Number: 109638
Last Filing Date: 2025-03-04 00:00:00
Website: https://reznywealth.com