# Reicon Wealth Advisors, LLC

> Reicon Wealth Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.

- CRD: 315043
- Filed as: REICON WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315043
- AdvisorCensus page: https://advisorcensus.com/firm/reicon-wealth-advisors-llc-atlanta-ga-315043

## Quick answers

**How is Reicon Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Reicon Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**What does Reicon Wealth Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Asset-based fee: 0.3% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Reicon Wealth Advisors, LLC located?**
Reicon Wealth Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Reicon Wealth Advisors, LLC registered with the SEC or a state?**
Reicon Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 315043.

**How much does Reicon Wealth Advisors, LLC manage?**
Reicon Wealth Advisors, LLC reports $220,065,095 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**How have Reicon Wealth Advisors, LLC's assets and staff changed since 2023?**
In the Form ADV data for Reicon Wealth Advisors, LLC: Regulatory assets under management: $114,327,171 in the October 2023 data and $220,065,095 in the October 2026 data, up 92%. Total employees: 3 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Reicon Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (25); charitable organizations (5).

**Which custodians does Reicon Wealth Advisors, LLC use?**
Reicon Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Reicon Wealth Advisors, LLC 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/315043

**Does Reicon Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "There is no minimum account size for Investment Advisory Services, but certain accounts may be subject to a minimum annual fee."

**What changed in Reicon Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $189,828,395 to $220,065,095 (+16%). Registered or notice-filed in NH, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Asset-based fee: 0.3% to 1% a year (a range, as the brochure states it)

> While the specific Management Fee schedule for any particular client will be identified in the investment advisory agreement between the client and Reicon Wealth, the typical range of fees is between 0.30% and 1.0% depending on the size of the client account, services to be provided, asset allocation of the account, and other factors negotiated between the client and their investment adviser representative.

- Account minimum: None

> There is no minimum account size for Investment Advisory Services, but certain accounts may be subject to a minimum annual fee.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $220,065,095
- Discretionary: $220,065,095
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $6,487,742 |
| High net worth individuals | 27 | $126,987,644 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $3,868,318 |
| Charitable organizations | 5 | $82,721,391 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reiconwealthadvisors.com
- LinkedIn @reiconwealthadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $114,327,171 | 3 | June 27, 2023 |
| October 2024 | $143,509,018 | 4 | July 22, 2024 |
| October 2025 | $189,828,395 | 5 | June 27, 2025 |
| October 2026 | $220,065,095 | 5 | July 14, 2026 |

Regulatory assets under management: $114,327,171 in the October 2023 data and $220,065,095 in the October 2026 data, up 92%.
Total employees: 3 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $189,828,395 to $220,065,095 (+16%).
- Registered or notice-filed in NH, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reicon Wealth Advisors, LLC (CRD 315043): Form ADV filing data as of October 2026.