REI Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$146,524,212
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
52% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$6,977,343
About
REI Wealth Management serves a small group of primarily individual and high‑net‑worth clients along with family entities, foundations, trusts, businesses and, notably, insurance company clients — a client type that is uncommon among peers. The firm offers both discretionary and non‑discretionary portfolio management, financial planning, participant account management for held‑away defined contribution accounts, and a range of family office services.
The firm employs an open‑architecture approach, combining quantitative and qualitative manager due diligence with fundamental, technical and cyclical analysis to build customized asset allocations and investment policy statements. REI uses a mix of mutual funds, ETFs, separate account managers, private funds and structured products and emphasizes thoughtful transition planning that considers taxes, trading costs and market‑timing risks.
Compared with similar small advisory firms, REI is distinctive for the breadth of family office and real‑asset management services it provides and for serving institutional insurance clients in addition to wealthy individuals. The firm also discloses that its principal is licensed to sell insurance products separately and that it relies on a primary institutional custodian and third‑party technology and transition support when delivering custody and execution services.
Client services
Portfolio management
Selection of other advisers
Family office and wealth planning services
Family office and wealth planning services
Expertise
Wealth management
Tax-loss harvesting
Private / alternative investments
Occupation focus
Founder/Business Owner
Executive
Fee options
Project or fixed fees negotiated, ranging from $500 to $10,000 depending on scope
$0 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiated
Commission-based compensation earned by the principal for selling insurance products, separate from advisory fees
Hourly rate of $400 for fixed fee/custom analysis services
Account minimum: $2,000,000 Minimum fee: $5,000 minimum annual advisory fee Fee-only: Advisory fees based on asset management; no commissions on advisory services
Main office location
REI Wealth Management
Tampa FL, United States
Number of offices
1
Most active in
REI Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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