Reicon Wealth Advisors, LLC
● SEC registered since 2023CRD 315043SEC# 801-128295Atlanta, GA
Ranks #5,010 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$220.1M
Fund GAV
$3.9M
Private funds
2
Employees
5
Accounts
117
Location
Atlanta, GA
Reicon Wealth Advisors, LLC assets under management
Reicon Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2023. It reports $220.1 million in regulatory assets under management and employs 5 people. Reicon Wealth Advisors, LLC manages 2 private funds with combined gross assets of $3.9 million, including Rwa Direct Investments II, LLC. By regulatory assets, it ranks 5,010 of 6,004 private fund managers.
Reicon Wealth Advisors, LLC private funds
2 funds · $3.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rwa Direct Investments II, LLC | Private Equity | $2.1M | $25K |
| Rwa Direct Investments I, LLC | Private Equity | $1.8M | $25K |
Reicon Wealth Advisors, LLC owners & executives
22 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mathieson Ventures, LLC Control | Managing Member | 25-50% | 2021 |
| Reid Thomas Funston Control | Managing Partner, Chief Compliance Officer | Under 5% | 2021 |
| Stephanie Busuttil Douglass Control | Managing Director, Chief Operating Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Reicon Wealth Advisors, LLC manage?
Reicon Wealth Advisors, LLC reports $220.1 million in regulatory assets under management on its Form ADV.
How many private funds does Reicon Wealth Advisors, LLC manage?
Reicon Wealth Advisors, LLC manages 2 private funds with combined gross assets of $3.9 million.
How many employees does Reicon Wealth Advisors, LLC have?
Reicon Wealth Advisors, LLC reports 5 employees.
Where is Reicon Wealth Advisors, LLC located?
Reicon Wealth Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2023.
Does Reicon Wealth Advisors, LLC disclose fund performance?
Reicon Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3166 Mathieson Drive, Suite 200, Atlanta, GA 30305 |
| Phone | 404-328-2120 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$220.1M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
AUM vs fund managersTop 83%
Larger than 17% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$220.1Mregulatory AUM
Discretionary $220.1M
Service providers
Auditor
Custodian