# Reatherford Wealth Management LLC

> Reatherford Wealth Management LLC is a state-registered investment advisory firm in Peoria, IL, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 318975
- Filed as: REATHERFORD WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Peoria, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318975
- AdvisorCensus page: https://advisorcensus.com/firm/reatherford-wealth-management-llc-peoria-il-318975

## Quick answers

**How is Reatherford Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Reatherford Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Reatherford Wealth Management LLC located?**
Reatherford Wealth Management LLC's principal office is in Peoria, IL, according to its Form ADV.

**Is Reatherford Wealth Management LLC registered with the SEC or a state?**
Reatherford Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318975.

**How much does Reatherford Wealth Management LLC manage?**
Reatherford Wealth Management LLC reports $15,926,902 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Reatherford Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (6).

**Does Reatherford Wealth Management 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/318975

## 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: $15,926,902
- Discretionary: $15,926,902
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $9,220,073 |
| High net worth individuals | 6 | $6,642,781 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | Fewer than 5 | $64,048 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reatherfordwealthmgmt.com
- Facebook facebook.com
- LinkedIn @collin-reatherford-chfc®-ricp®-361446124
- LinkedIn @reatherford-wealth-management-llc
- X @RWM_Collin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reatherford Wealth Management LLC (CRD 318975): Form ADV filing data as of October 2026.