REHMANN WEALTH
Firm details
- Headquarters
- LANSING, Michigan
- CRD number
- 123047
- Registered since
- August 16, 2005
- Website
- www.rehmann.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI59.98%
- Pension & Profit Sharing Plans27.54%
- Corporations / Businesses6.08%
- Individuals4.32%
- Charitable Organizations2.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Rehmann Wealth is an independent registered investment adviser organized as an LLC and active since 2005. The firm serves both individual/family and institutional clients and functions as a capital allocator, combining fee models that include percentage-of-AUM, hourly and fixed fees. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, and the selection and oversight of outside managers. The firm also identifies as an active ESG investor and maintains industry relationships that span broker-dealers, accounting firms, and insurance companies.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds34%
- State & Local Bonds5%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1JOAN PAYNE
Chief Financial OfficerCRD 5654678
Contacts
3 of 41Thomas Wiggins
Principal & Financial AdvisorCRD 4623666
Gerald Wernette
Principal, Wealth Management AdvisorCRD 4392592
Max Wellinger
Investment Research AnalystCRD 7186008
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 323Active vs passive
$1.5B in ETFs
78%
$1.2B
17%
$328M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 VALUE ETF (IVE) | BlackRock | Passive | Large Value | $151M | 716,711 | 10.07% |
Location
LANSING, MI
INGHAM
Location
LANSING, MI
Headquartered in LANSING, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- INGHAM
- Address
- 4086 Legacy Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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