# VON Reckers Wealth Management, Corp.

> VON Reckers Wealth Management, Corp. is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2023.

- CRD: 312790
- Filed as: VON RECKERS WEALTH MANAGEMENT, CORP.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 16, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312790
- AdvisorCensus page: https://advisorcensus.com/firm/von-reckers-wealth-management-corp-312790

## Quick answers

**How is VON Reckers Wealth Management, Corp. compensated?**
On its Form ADV (Item 5.E, October 2026), VON Reckers Wealth Management, Corp. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is VON Reckers Wealth Management, Corp. registered with the SEC or a state?**
VON Reckers Wealth Management, Corp. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 312790.

**How much does VON Reckers Wealth Management, Corp. manage?**
VON Reckers Wealth Management, Corp. reports $26,100,000 in regulatory assets under management in its Form ADV filing dated March 16, 2023 (92% discretionary).

**What types of clients does VON Reckers Wealth Management, Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94).

**Does VON Reckers Wealth Management, Corp. 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/312790

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $26,100,000
- Discretionary: $24,000,000
- Non-discretionary: $2,100,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $26,100,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. VON Reckers Wealth Management, Corp. (CRD 312790): Form ADV filing data as of October 2026.