{
  "crd_number": 153826,
  "slug": "reh-wealth-advisors-llc-raleigh-nc-153826",
  "primary_business_name": "REH WEALTH ADVISORS LLC",
  "legal_name": "REH WEALTH ADVISORS LLC",
  "dbas": [
    "INVEST WITH STEVE"
  ],
  "city": "Raleigh",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "39580",
  "metro": {
    "cbsa_code": "39580",
    "common_name": "Raleigh",
    "msa_name": "Raleigh-Cary, NC",
    "path": "/advisors/nc/raleigh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-11-04",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-01-20",
  "carried_forward": false,
  "raum_total": 110469354.0,
  "raum_discretionary": 106083588.0,
  "raum_non_discretionary": 4385766.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 10870837.0,
      "count": 30
    },
    "pension_profit_sharing": {
      "raum": 3037023.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 96561494.0,
      "count": 39
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/INVESTWITHSTEVE",
    "https://investwithsteve.com",
    "https://linkedin.com/IN/STEVEREH",
    "https://linkedin.com/company/reh-wealth-advisors-llc",
    "https://twitter.com/STEPHENREH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153826",
  "city_as_filed": "RALEIGH",
  "url": "https://advisorcensus.com/firm/reh-wealth-advisors-llc-raleigh-nc-153826",
  "display_name": "REH Wealth Advisors LLC",
  "summary": "REH Wealth Advisors LLC is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.",
  "citation": "AdvisorCensus. REH Wealth Advisors LLC (CRD 153826): 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",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is REH Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), REH Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is REH Wealth Advisors LLC located?",
      "a": "REH Wealth Advisors LLC's principal office is in Raleigh, NC, according to its Form ADV."
    },
    {
      "q": "Is REH Wealth Advisors LLC registered with the SEC or a state?",
      "a": "REH Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 153826."
    },
    {
      "q": "How much does REH Wealth Advisors LLC manage?",
      "a": "REH Wealth Advisors LLC reports $110,469,354 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (96% discretionary)."
    },
    {
      "q": "How have REH Wealth Advisors LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for REH Wealth Advisors LLC: Regulatory assets under management: $99,787,270 in the October 2025 data and $110,469,354 in the October 2026 data, up 11%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does REH Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (30)."
    },
    {
      "q": "Which custodians does REH Wealth Advisors LLC use?",
      "a": "REH Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does REH Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153826"
    },
    {
      "q": "Does REH Wealth Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 20, 2026 says: \"We require a minimum dollar amount of $500,000 to open and maintain an advisory account. The minimum requirement may be waived by the investment advisor, based on the needs of the client and the complexity of the situation.\""
    },
    {
      "q": "What changed in REH Wealth Advisors LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $99,787,270 to $110,469,354 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 99787270.0,
      "total_employees": 1,
      "filing_date": "2025-02-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 110469354.0,
      "total_employees": 1,
      "filing_date": "2026-01-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $99,787,270 to $110,469,354 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We require a minimum dollar amount of $500,000 to open and maintain an advisory account. The minimum requirement may be waived by the investment advisor, based on the needs of the client and the complexity of the situation."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We require a minimum dollar amount of $500,000 to open and maintain an advisory account. The minimum requirement may be waived by the investment advisor, based on the needs of the client and the complexity of the situation."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/reh-wealth-advisors-llc-raleigh-nc-153826.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 10870837.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 39,
      "fewer_than_5": false,
      "raum": 96561494.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 3037023.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/153826",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}