# Reik Wealth Management, Inc.

> Reik Wealth Management, Inc. is a state-registered investment advisory firm in Lakewood Ranch, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 340485
- Filed as: REIK WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lakewood Ranch, FL
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340485
- AdvisorCensus page: https://advisorcensus.com/firm/reik-wealth-management-inc-lakewood-ranch-fl-340485

## Quick answers

**How is Reik Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Reik Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Reik Wealth Management, Inc. located?**
Reik Wealth Management, Inc.'s principal office is in Lakewood Ranch, FL, according to its Form ADV.

**Is Reik Wealth Management, Inc. registered with the SEC or a state?**
Reik Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340485.

**How much does Reik Wealth Management, Inc. manage?**
Reik Wealth Management, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated June 16, 2026.

**Does Reik Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340485

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 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)
- reikwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reik Wealth Management, Inc. (CRD 340485): Form ADV filing data as of October 2026.