AdvisorCensus / Financial advisors / Florida / Cape Coral / Rezny Wealth Management, Inc.
Rezny Wealth Management, Inc. is an SEC-registered investment advisory firm in Fort Myers, FL, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.
Quick answers
From the filingHow is Rezny Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Rezny Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Rezny Wealth Management, Inc. located?
Rezny Wealth Management, Inc.'s principal office is in Fort Myers, FL, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Rezny Wealth Management, Inc. registered with the SEC or a state?
Rezny Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 109638.
How much does Rezny Wealth Management, Inc. manage?
Rezny Wealth Management, Inc. reports $576,000,000 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).
How have Rezny Wealth Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Rezny Wealth Management, Inc.: Regulatory assets under management: $252,553,643 in the October 2021 data and $576,000,000 in the October 2026 data, up 128%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Rezny Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (200); individuals (other than high net worth individuals) (75).
Which custodians does Rezny Wealth Management, Inc. use?
Rezny Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Nationwide Securities, LLC as custodians holding 10% or more of its separately managed account assets.
Does Rezny 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 SEC record: https://adviserinfo.sec.gov/firm/summary/109638
Does Rezny Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated May 29, 2026 says: "We require a minimum of $2,000,000 to open and maintain an Investment Advisory account, except as noted on item 7 below." "We require a minimum of $2,000,000 to open and maintain an Investment Advisory Agreement/Services. At our discretion, we may waive or adjust this minimum asset size."
What changed in Rezny Wealth Management, Inc.'s recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in NC.
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: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We require a minimum of $2,000,000 to open and maintain an Investment Advisory account, except as noted on item 7 below.
We require a minimum of $2,000,000 to open and maintain an Investment Advisory Agreement/Services. At our discretion, we may waive or adjust this minimum asset size.
As stated in the firm's Form ADV Part 2A brochure dated May 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$576,000,000 as of October 2026, filing dated July 13, 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
- 2014 (12 years)
- Employees
- Total: 7. Performing investment advisory functions: 2.
- 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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the August 2026 filing
- States registered or notice-filed
-
5 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 | $576,000,000 | 7 | July 13, 2026 |
| October 2025 | $435,177,943 | 7 | March 4, 2025 |
| October 2024 | $389,225,552 | 7 | September 27, 2024 |
| October 2023 | $268,330,929 | 6 | August 28, 2023 |
| October 2022 | $326,971,020 | 6 | February 28, 2022 |
| October 2021 | $252,553,643 | 6 | January 21, 2021 |
Regulatory assets under management: $252,553,643 in the October 2021 data and $576,000,000 in the October 2026 data, up 128%.
Total employees: 6 in October 2021 and 7 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- August 2026
- Registered or notice-filed in NC.
- June 2026
- Regulatory assets under management went from $506,000,000 to $576,000,000 (+14%).
- April 2026
- No longer lists an office in Boca Raton, FL.
- March 2026
- Regulatory assets under management went from $435,177,943 to $506,000,000 (+16%).
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. Rezny Wealth Management, Inc. (CRD 109638): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/rezny-wealth-management-inc-fort-myers-fl-109638