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Rainey & Randall Wealth Advisors, Inc.

● SEC registered since 2004CRD 116251SEC# 801-63498Celebration, FL
Export (members)
Reg. AUM
$918.2M
Employees
7
Accounts
874
Location
Celebration, FL

Rainey & Randall Wealth Advisors, Inc. assets under management

Rainey & Randall Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Celebration, FL. The firm has been registered since 2004. It reports $918.2 million in regulatory assets under management and employs 7 people.

Rainey & Randall Wealth Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Marisa Stolf Prevatt ControlChief Compliance OfficerUnder 5%2014
Michael Dale Rainey ControlChief Executive Officer50-75%1999
Wayne Frederick Randall ControlPresident50-75%1999

Frequently asked questions

How much does Rainey & Randall Wealth Advisors, Inc. manage?

Rainey & Randall Wealth Advisors, Inc. reports $918.2 million in regulatory assets under management on its Form ADV.

How many employees does Rainey & Randall Wealth Advisors, Inc. have?

Rainey & Randall Wealth Advisors, Inc. reports 7 employees.

Where is Rainey & Randall Wealth Advisors, Inc. located?

Rainey & Randall Wealth Advisors, Inc. is based in Celebration, FL and has been SEC-registered since 2004.

Does Rainey & Randall Wealth Advisors, Inc. disclose fund performance?

Rainey & Randall Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address610 Sycamore Street, Suite 340, Celebration, FL 34747
Phone727-344-7711
Fax866-422-3227
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$918.2M▲ 12%
Mar '25 — $820.4MApr '25 — $820.4MMay '25 — $820.4MJun '25 — $820.4MJul '25 — $820.4MAug '25 — $820.4MSep '25 — $820.4MOct '25 — $820.4MNov '25 — $820.4MDec '25 — $820.4MJan '26 — $820.4MFeb '26 — $820.4MMar '26 — $918.2MApr '26 — $918.2MMay '26 — $918.2MJun '26 — $918.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$918.2Mregulatory AUM
Discretionary $914MNon-discretionary $4.2M