REI Wealth Management

Overview

REI Wealth Management is a privately owned limited liability company that acts as a capital allocator for a mix of individual, family and institutional clients. The firm is SEC-registered (2025), operates under an unclassified adviser profile and offers a blend of portfolio management services for individuals/small businesses and for business or institutional clients. In addition to direct portfolio management, the firm selects and allocates to third-party advisers and managers when appropriate. Investment activity centers on equity-led portfolios with a clear preference for exchange-traded instruments as the primary building block. REI Wealth Management uses discretionary authority for the bulk of client relationships, which enables it to implement model or customized equity exposures quickly. The firm also maintains fee flexibility—charging a percentage of assets under management, hourly fees and fixed fees—allowing it to tailor billing to client needs and the level of service provided. REI is not positioned as an active ESG investor and is not registered to operate across multiple states.

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Public Holdings

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Location & Offices