# Rehmann Wealth

> Rehmann Wealth is an SEC-registered investment advisory firm in Lansing, MI, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 123047
- Filed as: REHMANN WEALTH
- Legal name: Rehmann Capital Advisory Group, LLC
- Also doing business as: REHMANN WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lansing, MI
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123047
- AdvisorCensus page: https://advisorcensus.com/firm/rehmann-wealth-lansing-mi-123047

## Quick answers

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

**Where is Rehmann Wealth located?**
Rehmann Wealth's principal office is in Lansing, MI, according to its Form ADV; the October 2026 filing also lists 12 other offices (Schedule D, Section 1.F).

**Is Rehmann Wealth registered with the SEC or a state?**
Rehmann Wealth is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 123047.

**How much does Rehmann Wealth manage?**
Rehmann Wealth reports $5,271,218,000 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (76% discretionary).

**How have Rehmann Wealth's assets and staff changed since 2021?**
In the Form ADV data for Rehmann Wealth: Regulatory assets under management: $2,583,645,000 in the October 2021 data and $5,271,218,000 in the October 2026 data, up 104%. Total employees: 37 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rehmann Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1,123); individuals (other than high net worth individuals) (1,063); pension and profit sharing plans (but not the plan participants or government pension plans) (267).

**Does Rehmann Wealth report any disciplinary disclosures?**
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/123047

**What changed in Rehmann Wealth's recent Form ADV filings?**
In the October 2026 filing data: Changed its office addresses in Vero Beach, FL. Added an office in Naples, FL. No longer lists an office in Bonita Springs, FL.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,271,218,000
- Discretionary: $3,985,358,000
- Non-discretionary: $1,285,860,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,063 | $227,708,000 |
| High net worth individuals | 1,123 | $3,161,465,000 |
| 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) | 267 | $1,451,755,000 |
| Charitable organizations | 13 | $109,319,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $414,000 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 83 | $320,557,000 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 39 total, 39 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Ann Arbor, MI
- Detroit, MI
- Grand Rapids, MI
- Jupiter, FL
- Naples, FL
- Orlando, FL
- Saginaw, MI
- Stuart, FL
- Tawas City, MI
- Traverse City, MI
- Troy, MI
- Vero Beach, FL

### Websites listed on Form ADV (Item 1.I)
- rehmann.com/solutions/wealth-planning

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,583,645,000 | 37 | June 14, 2021 |
| October 2022 | $2,838,581,000 | 33 | March 30, 2022 |
| October 2023 | $3,043,669,000 | 34 | August 21, 2023 |
| October 2024 | $3,846,368,000 | 36 | March 29, 2024 |
| October 2025 | $4,270,170,000 | 36 | March 31, 2025 |
| October 2026 | $5,271,218,000 | 39 | September 2, 2026 |

Regulatory assets under management: $2,583,645,000 in the October 2021 data and $5,271,218,000 in the October 2026 data, up 104%.
Total employees: 37 in October 2021 and 39 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Vero Beach, FL.
- Added an office in Naples, FL.
- No longer lists an office in Bonita Springs, FL.

### April 2026
- Employees performing advisory functions went from 36 to 39.
- Regulatory assets under management went from $4,270,170,000 to $5,271,218,000 (+23%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rehmann Wealth (CRD 123047): Form ADV filing data as of October 2026.