Rechter Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 125254
- Registered since
- April 3, 2026
- Website
- rechterwealth.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents12%
- Exchange Traded Equities5%
Contacts
2 of 2Sean Palmer
Senior Financial AnalystCRD 7853457

Peter Rechter
OwnerCRD 2623277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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