R
Rewealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,178,601
Clients
6
33% high-net worth
Advisors
1
of 1 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
6
Very LowAverage account size
$196,434
About
REWealth provides investment management, ongoing and project-based financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and employer plan sponsors. The firm also offers targeted engagements such as a rental portfolio checkup and operates a wrap fee program described in its disclosure materials.
The firm primarily relies on passive portfolios informed by modern portfolio theory while incorporating fundamental and tactical analysis when appropriate, and it conducts portfolio reviews at least quarterly. Financial planning is delivered through comprehensive annual plans, a lower-complexity ongoing wellness program, project work, and hourly engagements, and the adviser may use third-party platforms to monitor held-away assets.
Noteworthy features that distinguish REWealth from many peers include sponsoring a wrap fee program, providing educational seminars and paid speaking engagements, and offering pension/employee benefit plan advisory services. The firm also maintains a specialized focus on rental real-estate planning with a complexity-based engagement model and publishes a planning tool used by other advisors, indicating business activities beyond standard client advisory work.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Real estate investing
Business ownership considerations
Retirement income strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Young Professionals
Fee options
Project-Based Financial Planning fixed fee ranges between $500 and $5,000; Estate Planning fixed fee ranges from $500 to $3,000; Rental Portfolio Checkup fixed fee ranges between $1,500 and $20,000
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
$200 per hour
Ongoing Comprehensive Financial Planning annual fee commonly between $5,000 and $15,000 per year, paid quarterly or monthly plus an upfront fee equivalent to one quarter's fee; Ongoing Financial Wellness Program annual fee ranges between $2,500 and $5,000, paid monthly or quarterly plus an upfront fee equivalent to one quarter's fee
Main office location
Rewealth
Sinking Spring PA, United States
Number of offices
1
Most active in
Rewealth has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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