Rees Wealth Management, LLC
● SEC registered since 2025CRD 335458SEC# 801-132855Sarasota, FL
Reg. AUM
$115.7M
Employees
2
Accounts
315
Location
Sarasota, FL
Rees Wealth Management, LLC assets under management
Rees Wealth Management, LLC operates as an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2025. It reports $115.7 million in regulatory assets under management and employs 2 people.
Rees Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin David Rees Control | Managing Member And Cco | Over 75% | 2020 |
Frequently asked questions
How much does Rees Wealth Management, LLC manage?
Rees Wealth Management, LLC reports $115.7 million in regulatory assets under management on its Form ADV.
How many employees does Rees Wealth Management, LLC have?
Rees Wealth Management, LLC reports 2 employees.
Where is Rees Wealth Management, LLC located?
Rees Wealth Management, LLC is based in Sarasota, FL and has been SEC-registered since 2025.
Does Rees Wealth Management, LLC disclose fund performance?
Rees Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 240 S. Pineapple Ave., Suite 204, Sarasota, FL 34236 |
| Phone | (941) 444-1120 |
| Fax | (941) 297-0074 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115.7M▲ 2%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$115.7Mregulatory AUM
Discretionary $115.7M