REA FINANCIAL
  • REA FINANCIAL
  • REA FINANCIAL, INC

Adviser Profile

As of Date 09/10/2026
Registration SEC, 120-Day Approval, 04/20/2026
ADV Location ORLANDO, FL, United States
Contact Info 407 xxxxxxx
AUM* 54,836,527
of that, discretionary 42,799,743
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 150,650
% High Net Worth 10.27%
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees