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CAMBRIA WEALTH MANAGEMENT

REES WEALTH MANAGEMENT, LLC

CRD 335458 · SEC 801-132855

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240 S. PINEAPPLE AVE., SUITE 204, SARASOTA, FL, 34236, United States

Phone

(941) 444-1120

Fax

(941) 297-0074

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$115.7M

Discretionary AUM

$115.7M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals62$20.6M
High net worth individuals43$94.7M

States served

GA, NH, FL

All web addresses on file

Official SEC filing: View on IAPD