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RECHTER WEALTH MANAGEMENT, LLC

CRD 125254File 801-135754
APPROVED
Retail clients
Filing as of Apr 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$133.5M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $133.5M
Clients
57
180 accounts
Employees
2

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Apr 3, 2026
Principal office
Not reported
Phone
703-304-9195

Assets & accounts

ADV Item 5F
Total regulatory AUM
$133.5M
Discretionary AUM
$0
Non-discretionary AUM
$133.5M
Discretionary accounts
0
Non-discretionary accounts
180
Total accounts
180
AUM per client
$2.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals37$121.8M
Individuals (other than high net worth individuals)20$11.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
May 1, 2026Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RECHTER WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RECHTER 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.