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REHMANN WEALTH
REHMANN CAPITAL ADVISORY GROUP, LLC
CRD 123047 · SEC 801-64587
4086 LEGACY PARKWAY, LANSING, MI, 48911-4261, United States
Phone
517-316-2400
Fax
517-316-2401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.27B
Discretionary AUM
$3.99B
Team
39 total employees; 39 advisory reps; 112 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SERVICING FEES FROM CUSTODIANS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1063 | $227.7M |
| High net worth individuals | 1123 | $3.16B |
| Pension/profit sharing plans | 267 | $1.45B |
| Charitable organizations | 13 | $109.3M |
| Corporations/business entities | 83 | $320.6M |
States served
AL, AZ, CA, GA, IL, IN, KY, LA, MD, MA, MI, MN, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, VA, WI, MO, WA, TX, NH, FL, SD
All web addresses on file
Official SEC filing: View on IAPD