Rea Wealth Management

Rea Wealth Management is an SEC-registered, multi-advisor firm that manages roughly $892 million for about 890 clients through a team of 11 advisors. It offers continuous asset management, financial planning (including retirement, education, and estate planning), and a mutual fund asset-allocation service, and provides both traditional and wrap-fee account options.

The firm builds either individually customized portfolios or model-based allocations composed largely of mutual fund asset classes, creating investment policy statements and rebalancing portfolios to align with clients’ stated objectives, risk tolerance, and time horizon. Rea Wealth uses a mix of long- and short-term equity and fixed-income strategies, trading and option-writing when appropriate, and typically custodies client assets through Commonwealth’s clearing relationship with National Financial Services.

Rea Wealth is affiliated with Rea Financial Services, LTD (a wholly owned subsidiary of Rea & Associates, Inc.), and routinely coordinates pension, profit‑sharing and other qualified plan administration with that affiliate; those administration services are billed separately and the firms refer clients to one another. The brochure discloses a 2019 SEC enforcement order concerning mutual‑fund share‑class selection and a post‑2025 acquisition‑related loan that is forgiven over time subject to continued affiliation with Commonwealth/LPL, items the firm identifies as conflicts it discloses and seeks to manage.