# 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.

- CRD: 121978
- Filed as: REIFY WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121978
- AdvisorCensus page: https://advisorcensus.com/firm/reify-wealth-advisors-inc-indianapolis-in-121978

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated January 29, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $524,414,189
- Discretionary: $0
- Non-discretionary: $524,414,189

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $73,172,360 |
| High net worth individuals | 137 | $451,241,829 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 15 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, IN, NC, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reifywealthadvisors.com
- Facebook @reifywealthadvisorsinc
- Instagram @reifywealthadvisors
- LinkedIn @reifywealthadvisors
- YouTube @reifywealthadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $396,689,542 | 10 | April 12, 2022 |
| October 2023 | $347,108,228 | 11 | February 27, 2023 |
| October 2024 | $403,706,398 | 11 | February 26, 2024 |
| October 2025 | $445,469,482 | 13 | February 13, 2025 |
| October 2026 | $524,414,189 | 15 | March 19, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reify Wealth Advisors, Inc. (CRD 121978): Form ADV filing data as of October 2026.