Rei Wealth Management LLC
● SEC registered since 2025CRD 172220SEC# 801-132863
Reg. AUM
$196.8M
Employees
2
Accounts
60
Location
—
Rei Wealth Management LLC assets under management
Rei Wealth Management LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $196.8 million in regulatory assets under management and employs 2 people.
Rei Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raymond Eugene Ifert Control | President, Chief Executive Officer And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Rei Wealth Management LLC manage?
Rei Wealth Management LLC reports $196.8 million in regulatory assets under management on its Form ADV.
How many employees does Rei Wealth Management LLC have?
Rei Wealth Management LLC reports 2 employees.
Does Rei Wealth Management LLC disclose fund performance?
Rei Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 813-335-1757 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196.8M▲ 21%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$196.8Mregulatory AUM
Discretionary $148.5MNon-discretionary $48.3M