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VAN REED WEALTH MANAGEMENT LLC
CRD 143439
1122 PENN AVENUE, WYOMISSING, PA, 19610, United States
Phone
610-376-6334
Fax
610-376-6346
Registration
— (—)
Source
State registered
Total AUM
$25.9M
Discretionary AUM
$25.9M
Team
1 total employees; 1 advisory reps; 65 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.3M |
| High net worth individuals | 22 | $20.5M |
All web addresses on file
Official SEC filing: View on IAPD