# REI Wealth Management

> 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.

- CRD: 172220
- Filed as: REI WEALTH MANAGEMENT
- Legal name: REI Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172220
- AdvisorCensus page: https://advisorcensus.com/firm/rei-wealth-management-172220

## Quick answers

**How is REI Wealth Management compensated?**
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).

**How much does REI Wealth Management charge?**
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.

**Is REI Wealth Management registered with the SEC or a state?**
REI Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 172220.

**How much does REI Wealth Management manage?**
REI Wealth Management reports $196,823,666 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (75% discretionary).

**How have REI Wealth Management's assets and staff changed since 2025?**
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.

**What types of clients does REI Wealth Management serve?**
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).

**Which custodians does REI Wealth Management use?**
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.

**Does REI Wealth Management 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/172220

**What changed in REI Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $163,031,088 to $196,823,666 (+21%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Minimum annual fee: $5,000

> REI's minimum annual advisory fee is $5,000.

- Hourly rate: $400 an hour (fixed fee services)

> Our hourly rate is $400 for fixed fee services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $196,823,666
- Discretionary: $148,475,896
- Non-discretionary: $48,347,770

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,396,713 |
| High net worth individuals | 11 | $144,127,499 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,646,324 |
| Charitable organizations | 1 | $303,833 |
| Insurance companies | 1 | $48,347,770 |
| Corporations or other businesses not listed above | 1 | $1,527 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reiwealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $163,031,088 | 2 | April 25, 2025 |
| October 2026 | $196,823,666 | 2 | March 20, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $163,031,088 to $196,823,666 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. REI Wealth Management (CRD 172220): Form ADV filing data as of October 2026.