Rezny Wealth Management, Inc.
● SEC registered since 2014CRD 109638SEC# 801-79468Fort Myers, FL
Reg. AUM
$576M
Employees
7
Accounts
275
Location
Fort Myers, FL
About Rezny Wealth Management
Rezny Wealth Management is a fee-only fiduciary advisory firm offering investment management and retirement-focused guidance. It helps clients strengthen long-term security and reduce financial stress through fiduciary money management.
Summary based on the firm’s website.
Rezny Wealth Management, Inc. assets under management
Rezny Wealth Management, Inc. operates as an SEC-registered investment adviser based in Fort Myers, FL. The firm has been registered since 2014. It reports $576 million in regulatory assets under management and employs 7 people.
Rezny Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Charles Rezny Control | Owner/President/Chief Compliance Officer | Over 75% | 1992 |
Frequently asked questions
How much does Rezny Wealth Management, Inc. manage?
Rezny Wealth Management, Inc. reports $576 million in regulatory assets under management on its Form ADV.
How many employees does Rezny Wealth Management, Inc. have?
Rezny Wealth Management, Inc. reports 7 employees.
Where is Rezny Wealth Management, Inc. located?
Rezny Wealth Management, Inc. is based in Fort Myers, FL and has been SEC-registered since 2014.
Does Rezny Wealth Management, Inc. disclose fund performance?
Rezny Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5237 Summerlin Commons Blvd, Suite 206, Fort Myers, FL 33907 |
| Phone | 800-618-8577 |
| Fax | 630-527-9239 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1535859 |
| Discloses disciplinary history | No |
Regulatory AUM
$576M▲ 32%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$576Mregulatory AUM
Discretionary $576M