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REHMANN WEALTH
Legal name: REHMANN CAPITAL ADVISORY GROUP, LLC
CRD 123047File 801-64587
APPROVED
Retail clients
Custody
Filing as of Sep 2, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 36 | 39 | increased by3 |
| Apr 1, 2026 | Clients | 2,803 | 2,549 | decreased by254 |
| Apr 1, 2026 | AUM | $4,270,170,000 | $5,271,218,000 | increased by$1,001,048,000 |
| Apr 1, 2026 | Accounts | 5,238 | 6,020 | increased by782 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 36 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,430 | 2,803 | increased by373 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,838,581,000 | $4,270,170,000 | increased by$1,431,589,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,618 | 5,238 | increased by620 |
| Apr 1, 2022 | Employees | 37 | 33 | decreased by4 |
| Apr 1, 2022 | Clients | 4,385 | 2,430 | decreased by1,955 |
| Apr 1, 2022 | AUM | $2,583,645,000 | $2,838,581,000 | increased by$254,936,000 |
| Apr 1, 2022 | Accounts | 4,385 | 4,618 | increased by233 |
| 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 “REHMANN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REHMANN 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.