Reiber Wealth

RIASEC Registered
Total AUM
$20.9M
Discretionary
$20.9M
100% of AUM
Avg account
$207K
Accounts
101
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
317166
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.21%
  • Individuals16.79%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Reiber Wealth is an independent registered investment adviser that serves individual and family clients through fee-based relationships billed as a percentage of assets under management. The firm’s advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Its stated practice favors pooled public funds—chiefly mutual funds—as the primary building blocks for client portfolios, with real estate listed as the only notable alternative allocation. The firm is not presented as an active ESG investor and operates without multi-state adviser status, suggesting a concentrated regional client base and a straightforward operating footprint. Reiber Wealth is not positioned as a capital allocator; instead, it relies on third-party managers and mutual fund vehicles for core exposures and uses outside managers for any alternative real estate allocations.

Assets & Accounts

Public Holdings

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 95%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents3%
  • Exchange Traded Equities2%

Contacts

1 of 1
  • Nicholas Reiber

    Nicholas Reiber

    Founder & Wealth AdvisorCRD 6250354

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

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth