AdvisorCensus / Financial advisors / Indiana / Indianapolis / Reify Wealth Advisors, Inc.
Reify Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Reify Wealth Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Reify Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Reify Wealth Advisors, Inc. located?
Reify Wealth Advisors, Inc.'s principal office is in Indianapolis, IN, according to its Form ADV.
Is Reify Wealth Advisors, Inc. registered with the SEC or a state?
Reify Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 121978.
How much does Reify Wealth Advisors, Inc. manage?
Reify Wealth Advisors, Inc. reports $524,414,189 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (0% discretionary).
How have Reify Wealth Advisors, Inc.'s assets and staff changed since 2022?
In the Form ADV data for Reify Wealth Advisors, Inc.: Regulatory assets under management: $396,689,542 in the October 2022 data and $524,414,189 in the October 2026 data, up 32%. Total employees: 10 in October 2022 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Reify Wealth Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (137); individuals (other than high net worth individuals) (110).
Which custodians does Reify Wealth Advisors, Inc. use?
Reify Wealth Advisors, Inc.'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.
Does Reify Wealth Advisors, Inc. 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/121978
Does Reify Wealth Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated January 29, 2026 says: "In general, we require a minimum of $500,000 to open and maintain advisory account(s). At our discretion, we will waive this minimum account size."
What changed in Reify Wealth Advisors, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Registered or notice-filed in AZ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $500,000 to open and maintain advisory account(s). At our discretion, we will waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated January 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$524,414,189 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 15. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $524,414,189 | 15 | March 19, 2026 |
| October 2025 | $445,469,482 | 13 | February 13, 2025 |
| October 2024 | $403,706,398 | 11 | February 26, 2024 |
| October 2023 | $347,108,228 | 11 | February 27, 2023 |
| October 2022 | $396,689,542 | 10 | April 12, 2022 |
Regulatory assets under management: $396,689,542 in the October 2022 data and $524,414,189 in the October 2026 data, up 32%.
Total employees: 10 in October 2022 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Registered or notice-filed in AZ.
- February 2026
- Regulatory assets under management went from $445,469,482 to $524,414,189 (+18%).
- December 2025
- Changed its legal name from Worley Erhart-Graves Financial Advisors, Inc. to Reify Wealth Advisors, Inc..
- Registered or notice-filed in CA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Reify Wealth Advisors, Inc. (CRD 121978): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/reify-wealth-advisors-inc-indianapolis-in-121978