Rechter Wealth Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
$134M
Discretionary
$0
0% of AUM
Avg account
$742K
Accounts
180
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
125254
Registered since
April 3, 2026
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI91.23%
  • Individuals8.77%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rechter Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm serves individual and family clients and positions itself around financial planning and portfolio management for individuals and small businesses. Ownership is listed as individual, and the adviser charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not identify as an ESG-focused investor, is not a capital allocator, and is not set up as a pension consultant or related adviser. The firm lists an industry affiliation with accountants, which suggests a referral or collaborative relationship model with tax professionals. The adviser is not multi-state in its registration status and does not describe broader institutional advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Cash & Cash Equivalents 12%, Exchange Traded Equities 5%83%
  • Public Funds/Mutual Funds83%
  • Cash & Cash Equivalents12%
  • Exchange Traded Equities5%

Contacts

2 of 2
  • Sean Palmer

    Senior Financial AnalystCRD 7853457

  • Peter Rechter

    Peter Rechter

    OwnerCRD 2623277

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth