Rehmann Wealth

RIASEC RegisteredEst. 2005

Total AUM

$5.3B

Discretionary

$4B

76% of AUM

Avg account

$876K

Accounts

6,020

Employees

Advisory reps

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

FINTRX

Overview

Rehmann Wealth is an independent registered investment advisor organized as an LLC and operating since 2005. The firm serves both individual/family clients and institutional clients, acting as a capital allocator that sources third‑party managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Rehmann Wealth reports being an active ESG investor and offers fee arrangements that include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm’s business touches multiple professional disciplines: it lists affiliations with broker‑dealer, accounting and insurance services, suggesting integrated planning and product access across those lines. Rehmann Wealth is not a multi‑state adviser by the filing data and is structured with domestic entity and individual ownership.