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 organized as an LLC that serves individual and family clients on a fee basis (percentage of AUM). The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. It does not position itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. The firm lists an industry affiliation with accountants, suggesting coordination with tax or accounting professionals is part of its service mix.
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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