Adviser Profile
| As of Date | 05/30/2025 |
| Registration status | Registration Changed to REI WEALTH MANAGEMENT LLC |
| Contact Info | 813 xxxxxxx |
| Websites |
| AUM* | 163,031,088 40% |
| of that, discretionary | 116,814,839 61% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,076,058 37% |
| % High Net Worth | 36.00% 56% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Insurance companies
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds