REI WEALTH MANAGEMENT

Legal name: REI WEALTH MANAGEMENT LLC

CRD 172220File 801-132863

APPROVED

Retail clients

Custody

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$196.8M

Below cohort median (national)

Discretionary AUM

$148.5M

Non-discretionary $48.3M

Clients

60 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: May 28, 2025
Principal office: Not reported
Phone: 813-335-1757
Website: HTTP://WWW.REIWEALTHMANAGEMENT.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $196.8M
Discretionary AUM: $148.5M
Non-discretionary AUM: $48.3M
Discretionary accounts: 59
Non-discretionary accounts: 1
Total accounts: 60
AUM per client: $7.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2K
Insurance companies	Fewer than 5	$48.3M
Charitable organizations	Fewer than 5	$304K
High net worth individuals	11	$144.1M
Pension and profit sharing plans	Fewer than 5	$1.6M
Individuals (other than high net worth individuals)	10	$2.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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

This 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.