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REHMANN WEALTH
Legal name: REHMANN CAPITAL ADVISORY GROUP, LLC
CRD 123047File 801-64587
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.27B
Top 25% of cohort (national)
Discretionary AUM
$3.99B
Non-discretionary $1.29B
Clients
2,549
6,020 accounts
Employees
39
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 16, 2005
- Principal office
- 4086 LEGACY PARKWAY, LANSING, MI, 48911-4261
- Phone
- 517-316-2400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.27B
- Discretionary AUM
- $3.99B
- Non-discretionary AUM
- $1.29B
- Discretionary accounts
- 5,635
- Non-discretionary accounts
- 385
- Total accounts
- 6,020
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 83 | $320.6M |
| Insurance companies | Fewer than 5 | $414K |
| Charitable organizations | 13 | $109.3M |
| High net worth individuals | 1,123 | $3.16B |
| Pension and profit sharing plans | 267 | $1.45B |
| Individuals (other than high net worth individuals) | 1,063 | $227.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SERVICING FEES FROM CUSTODIANS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|
| 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.