# Reach Strategic Wealth LLC

> Reach Strategic Wealth LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 304155
- Filed as: REACH STRATEGIC WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304155
- AdvisorCensus page: https://advisorcensus.com/firm/reach-strategic-wealth-llc-304155

## Quick answers

**How is Reach Strategic Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Reach Strategic Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Reach Strategic Wealth LLC registered with the SEC or a state?**
Reach Strategic Wealth LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304155.

**How much does Reach Strategic Wealth LLC manage?**
Reach Strategic Wealth LLC reports $21,666,872 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**What types of clients does Reach Strategic Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (8).

**Does Reach Strategic Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304155

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,666,872
- Discretionary: $21,666,872
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $11,881,158 |
| High net worth individuals | 8 | $9,785,714 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dot.cards/zachashburn
- reachstrategicwealth.com
- taxesforconsultants.com
- Facebook @ReachStrategicWealth
- Instagram @reach_wealth
- LinkedIn @reach-strategic-wealth
- X @Reaching_Wealth
- YouTube @reachwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reach Strategic Wealth LLC (CRD 304155): Form ADV filing data as of October 2026.