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REH WEALTH ADVISORS LLC
CRD 153826 · SEC 801-131406
8384 SIX FORKS, SUITE 102, RALEIGH, NC, 27615, United States
Phone
909-518-2134
Fax
888-734-7671
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.5M
Discretionary AUM
$106.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $10.9M |
| High net worth individuals | 39 | $96.6M |
States served
CA, NC, TX
All web addresses on file
Official SEC filing: View on IAPD