{
  "crd_number": 172220,
  "slug": "rei-wealth-management-172220",
  "primary_business_name": "REI WEALTH MANAGEMENT",
  "legal_name": "REI WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-05-28",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 196823666.0,
  "raum_discretionary": 148475896.0,
  "raum_non_discretionary": 48347770.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 303833.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 2396713.0,
      "count": 10
    },
    "insurance_companies": {
      "raum": 48347770.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 1646324.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 144127499.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": 1527.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://reiwealthmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172220",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/rei-wealth-management-172220",
  "display_name": "REI Wealth Management",
  "summary": "REI Wealth Management is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. REI Wealth Management (CRD 172220): 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": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is REI Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), REI Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does REI Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $400 an hour (fixed fee services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is REI Wealth Management registered with the SEC or a state?",
      "a": "REI Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 172220."
    },
    {
      "q": "How much does REI Wealth Management manage?",
      "a": "REI Wealth Management reports $196,823,666 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (75% discretionary)."
    },
    {
      "q": "How have REI Wealth Management's assets and staff changed since 2025?",
      "a": "In the Form ADV data for REI Wealth Management: Regulatory assets under management: $163,031,088 in the October 2025 data and $196,823,666 in the October 2026 data, up 21%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does REI Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (10); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does REI Wealth Management use?",
      "a": "REI Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does REI Wealth Management 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/172220"
    },
    {
      "q": "What changed in REI Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $163,031,088 to $196,823,666 (+21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 163031088.0,
      "total_employees": 2,
      "filing_date": "2025-04-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 196823666.0,
      "total_employees": 2,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $163,031,088 to $196,823,666 (+21%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "planning_fees": [
      "Hourly rate: $400 an hour (fixed fee services)"
    ],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "REI's minimum annual advisory fee is $5,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (fixed fee services)"
        ],
        "quotes": [
          "Our hourly rate is $400 for fixed fee services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 5000.0,
      "planning": [
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "fixed fee services"
        }
      ]
    },
    "quotes": [
      "REI's minimum annual advisory fee is $5,000.",
      "Our hourly rate is $400 for fixed fee services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, 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/rei-wealth-management-172220.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2396713.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 144127499.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1646324.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 303833.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 48347770.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1527.0
    }
  ],
  "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/172220",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}