{
  "crd_number": 108913,
  "slug": "rea-wealth-management-new-philadelphia-oh-108913",
  "primary_business_name": "REA WEALTH MANAGEMENT",
  "legal_name": "INVESTMENT PARTNERS LTD",
  "dbas": [
    "REA WEALTH MANAGEMENT"
  ],
  "city": "New Philadelphia",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "35420",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1997-11-21",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": 892284139.0,
  "raum_discretionary": 880997785.0,
  "raum_non_discretionary": 11286354.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 20,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 2543037.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 211246893.0,
      "count": 705
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 12972489.0,
      "count": 12
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 618747814.0,
      "count": 185
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 46773906.0,
      "count": 33
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "LA",
    "MI",
    "NC",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://invp.blog",
    "https://invp.com",
    "https://linkedin.com/company/invp",
    "https://linkedin.com/company/reawealth",
    "https://reawealth.com",
    "https://youtube.com/channel/UCL22jZEU3a22L7U7VWsBgCg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108913",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "NEW PHILADELPHIA",
  "url": "https://advisorcensus.com/firm/rea-wealth-management-new-philadelphia-oh-108913",
  "display_name": "REA Wealth Management",
  "summary": "REA Wealth Management is an SEC-registered investment advisory firm in New Philadelphia, OH, registered since 1997, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 29, 2026.",
  "citation": "AdvisorCensus. REA Wealth Management (CRD 108913): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is REA Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), REA Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is REA Wealth Management located?",
      "a": "REA Wealth Management's principal office is in New Philadelphia, OH, according to its Form ADV; the June 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is REA Wealth Management registered with the SEC or a state?",
      "a": "REA Wealth Management is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 108913."
    },
    {
      "q": "How much does REA Wealth Management manage?",
      "a": "REA Wealth Management reports $892,284,139 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (99% discretionary)."
    },
    {
      "q": "How have REA Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for REA Wealth Management: Regulatory assets under management: $608,967,882 in the October 2021 data and $892,284,139 in the October 2026 data, up 47%. Total employees: 19 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does REA Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (705); high net worth individuals (185); corporations or other businesses not listed above (33)."
    },
    {
      "q": "Which custodians does REA Wealth Management use?",
      "a": "REA Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does REA Wealth Management report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108913"
    },
    {
      "q": "What changed in REA Wealth Management's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $807,463,088 to $892,284,139 (+11%). Added an office in Avon, OH. Added an office in Medina, OH. Added an office in Wooster, OH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 608967882.0,
      "total_employees": 19,
      "filing_date": "2021-05-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 695788674.0,
      "total_employees": 21,
      "filing_date": "2022-02-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 580186252.0,
      "total_employees": 19,
      "filing_date": "2023-02-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 646132340.0,
      "total_employees": 20,
      "filing_date": "2024-01-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 807463088.0,
      "total_employees": 19,
      "filing_date": "2025-01-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 892284139.0,
      "total_employees": 20,
      "filing_date": "2026-05-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $807,463,088 to $892,284,139 (+11%).",
        "Added an office in Avon, OH.",
        "Added an office in Medina, OH.",
        "Added an office in Wooster, OH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rea-wealth-management-new-philadelphia-oh-108913.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 705,
      "fewer_than_5": false,
      "raum": 211246893.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 185,
      "fewer_than_5": false,
      "raum": 618747814.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 12972489.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2543037.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 33,
      "fewer_than_5": false,
      "raum": 46773906.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108913",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}