# Reconstructing Wealth

> Reconstructing Wealth is a state-registered investment advisory firm in Daniel Island, SC, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 328284
- Filed as: RECONSTRUCTING WEALTH
- Legal name: Reconstructing Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Daniel Island, SC
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328284
- AdvisorCensus page: https://advisorcensus.com/firm/reconstructing-wealth-daniel-island-sc-328284

## Quick answers

**How is Reconstructing Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Reconstructing Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Reconstructing Wealth located?**
Reconstructing Wealth's principal office is in Daniel Island, SC, according to its Form ADV.

**Is Reconstructing Wealth registered with the SEC or a state?**
Reconstructing Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328284.

**How much does Reconstructing Wealth manage?**
Reconstructing Wealth reports $23,438,724 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does Reconstructing Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (6).

**Does Reconstructing Wealth 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/328284

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $23,438,724
- Discretionary: $23,438,724
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $11,787,193 |
| High net worth individuals | 6 | $11,651,531 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reconstructingwealth.com
- Facebook facebook.com
- Instagram @reconstructingwealth
- LinkedIn @reconstructingwealth
- YouTube @ReconstructingWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reconstructing Wealth (CRD 328284): Form ADV filing data as of October 2026.
