REA WEALTH MANAGEMENT

Legal name: INVESTMENT PARTNERS LTD

CRD 108913File 801-55069

APPROVED

Retail clients

Custody

Disclosure events

Filing as of May 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$892.3M

Above cohort median (national)

Discretionary AUM

$881.0M

Non-discretionary $11.3M

Clients

938

1,818 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Nov 21, 1997
Principal office: 419 W HIGH AVE, NEW PHILADELPHIA, OH, 44663
Phone: 330-308-9707
Website: HTTP://WWW.INVP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $892.3M
Discretionary AUM: $881.0M
Non-discretionary AUM: $11.3M
Discretionary accounts: 1,807
Non-discretionary accounts: 11
Total accounts: 1,818
AUM per client: $951K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	33	$46.8M
Charitable organizations	Fewer than 5	$2.5M
High net worth individuals	185	$618.7M
Pension and profit sharing plans	12	$13.0M
Individuals (other than high net worth individuals)	705	$211.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.