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REZNY WEALTH MANAGEMENT, INC.
CRD 109638File 801-79468
APPROVED
Retail clients
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$576.0M
Above cohort median (national)
Discretionary AUM
$576.0M
Clients
275
275 accounts
Employees
7
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 11, 2014
- Principal office
- 5237 SUMMERLIN COMMONS BLVD, SUITE 206, FORT MYERS, FL, 33907
- Phone
- 800-618-8577
- Website
- HTTP://WWW.REZNYWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $576.0M
- Discretionary AUM
- $576.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 275
- Non-discretionary accounts
- 0
- Total accounts
- 275
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 200 | $520.0M |
| Individuals (other than high net worth individuals) | 75 | $56.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $506,000,000 | $576,000,000 | increased by$70,000,000 |
| Mar 1, 2026 | Clients | 274 | 275 | increased by1 |
| Mar 1, 2026 | AUM | $435,177,943 | $506,000,000 | increased by$70,822,057 |
| Mar 1, 2026 | Accounts | 781 | 275 | decreased by506 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 253 | 274 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $326,971,020 | $435,177,943 | increased by$108,206,923 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 253 | 781 | increased by528 |
| Mar 1, 2022 | Clients | 254 | 253 | decreased by1 |
| Mar 1, 2022 | AUM | $252,553,643 | $326,971,020 | increased by$74,417,377 |
| Mar 1, 2022 | Accounts | 254 | 253 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REZNY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REZNY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.