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Rei Wealth Management LLC (Tampa)


Rei Wealth Management LLC is an adviser based in Tampa. It manages $55.6 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.

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Rei Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and family office and wealth planning services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rei Wealth Management: assets under management

The assets under management (AUM) of Rei Wealth Management LLC is $55.6 million. The firm's AUM has grown by 132% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51 million in discretionary accounts and $4.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.6 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rei Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tampa

The principal office where Rei Wealth Management LLC performs its advisory services is located at 5300 West Cypress Street, Tampa, FL 33607, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-355-1757. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at reiwealthmanagement.com/.


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