Reify Wealth Advisors, Inc.
● SEC registered since 2022CRD 121978SEC# 801-123324Indianapolis, IN
Reg. AUM
$524.4M
Employees
15
Accounts
877
Location
Indianapolis, IN
Reify Wealth Advisors, Inc. assets under management
Reify Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2022. It reports $524.4 million in regulatory assets under management and employs 15 people.
Reify Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julianne Erhart Graves Control | President | Over 75% | 2008 |
| Tabitha Ann Williams Control | Director Of Investment Operations/Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Reify Wealth Advisors, Inc. manage?
Reify Wealth Advisors, Inc. reports $524.4 million in regulatory assets under management on its Form ADV.
How many employees does Reify Wealth Advisors, Inc. have?
Reify Wealth Advisors, Inc. reports 15 employees.
Where is Reify Wealth Advisors, Inc. located?
Reify Wealth Advisors, Inc. is based in Indianapolis, IN and has been SEC-registered since 2022.
Does Reify Wealth Advisors, Inc. disclose fund performance?
Reify Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3500 Depauw Blvd., Suite 1035, Indianapolis, IN 46268 |
| Phone | 317-872-5090 |
| Fax | 317-872-5095 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$524.4M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$524.4Mregulatory AUM
Discretionary $0Non-discretionary $524.4M