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REZNY WEALTH MANAGEMENT, INC.

CRD 109638 · SEC 801-79468

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5237 SUMMERLIN COMMONS BLVD, SUITE 206, FORT MYERS, FL, 33907, United States

Phone

800-618-8577

Fax

630-527-9239

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$576.0M

Discretionary AUM

$576.0M

Team

7 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-05-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals75$56.0M
High net worth individuals200$520.0M

States served

IL, LA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD