REI WEALTH MANAGEMENT
REI WEALTH MANAGEMENT LLC
CRD 172220 · SEC 801-132863
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$196.8M
Discretionary AUM
$148.5M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.4M |
| High net worth individuals | 11 | $144.1M |
| Pension/profit sharing plans | 2 | $1.6M |
| Charitable organizations | 1 | $304K |
| Insurance companies | 1 | $48.3M |
| Corporations/business entities | 1 | $2K |
All web addresses on file
Official SEC filing: View on IAPD