Reiber Wealth
Firm details
- Headquarters
- ,
- CRD number
- 317166
- Website
- www.reiberwealth.com
- 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
FINTRXOverview
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
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 Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Contacts
1 of 1
Nicholas Reiber
Founder & Wealth AdvisorCRD 6250354
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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