# REA Wealth Management

> 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.

- CRD: 108913
- Filed as: REA WEALTH MANAGEMENT
- Legal name: Investment Partners Ltd
- Also doing business as: REA WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Philadelphia, OH
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108913
- AdvisorCensus page: https://advisorcensus.com/firm/rea-wealth-management-new-philadelphia-oh-108913

## Quick answers

**How is REA Wealth Management compensated?**
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.

**Where is REA Wealth Management located?**
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).

**Is REA Wealth Management registered with the SEC or a state?**
REA Wealth Management is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 108913.

**How much does REA Wealth Management manage?**
REA Wealth Management reports $892,284,139 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (99% discretionary).

**How have REA Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does REA Wealth Management serve?**
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).

**Which custodians does REA Wealth Management use?**
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.

**Does REA Wealth Management report any disciplinary disclosures?**
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

**What changed in REA Wealth Management's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $892,284,139
- Discretionary: $880,997,785
- Non-discretionary: $11,286,354

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 705 | $211,246,893 |
| High net worth individuals | 185 | $618,747,814 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $12,972,489 |
| Charitable organizations | 3 | $2,543,037 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 33 | $46,773,906 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1997 (28 years)
- Employees: 20 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, LA, MI, NC, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108913

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Avon, OH
- Dublin, OH
- Independence, OH
- Medina, OH
- Mentor, OH
- Millersburg, OH
- Wooster, OH

### Websites listed on Form ADV (Item 1.I)
- invp.blog
- invp.com
- reawealth.com
- LinkedIn @invp
- LinkedIn @reawealth
- YouTube @UCL22jZEU3a22L7U7VWsBgCg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $608,967,882 | 19 | May 5, 2021 |
| October 2022 | $695,788,674 | 21 | February 15, 2022 |
| October 2023 | $580,186,252 | 19 | February 13, 2023 |
| October 2024 | $646,132,340 | 20 | January 3, 2024 |
| October 2025 | $807,463,088 | 19 | January 14, 2025 |
| October 2026 | $892,284,139 | 20 | May 29, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. REA Wealth Management (CRD 108913): Form ADV filing data as of October 2026.