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REICON WEALTH ADVISORS, LLC
CRD 315043File 801-128295
APPROVED
Retail clients
Custody
Filing as of Jul 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$220.1M
Below cohort median (national)
Discretionary AUM
$220.1M
Clients
59
117 accounts
Employees
5
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 6, 2023
- Principal office
- 3166 MATHIESON DRIVE, SUITE 200, ATLANTA, GA, 30305
- Phone
- 404-328-2120
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $220.1M
- Discretionary AUM
- $220.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 117
- Non-discretionary accounts
- 0
- Total accounts
- 117
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $82.7M |
| High net worth individuals | 27 | $127.0M |
| Pooled investment vehicles | 2 | $3.9M |
| Individuals (other than high net worth individuals) | 25 | $6.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.