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REA WEALTH MANAGEMENT
INVESTMENT PARTNERS LTD
CRD 108913 · SEC 801-55069
419 W HIGH AVE, NEW PHILADELPHIA, OH, 44663, United States
Phone
330-308-9707
Fax
330-308-9303
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$892.3M
Discretionary AUM
$881.0M
Team
20 total employees; 11 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 705 | $211.2M |
| High net worth individuals | 185 | $618.7M |
| Pension/profit sharing plans | 12 | $13.0M |
| Charitable organizations | 3 | $2.5M |
| Corporations/business entities | 33 | $46.8M |
States served
AZ, CA, CO, GA, IL, LA, MI, NC, OH, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD