REIFY WEALTH ADVISORS, INC.

Overview

Reify Wealth Advisors, Inc. is an independent RIA that focuses on financial planning and portfolio management for individuals and families, and for small businesses. The firm operates under an owner-managed structure and was SEC-registered in 2022. Services are delivered primarily on a non-discretionary basis, meaning the firm advises and constructs plans and model portfolios but generally requires client approval before executing trades. Billing mixes a percentage-of-assets model with hourly charges, which supports both ongoing wealth management relationships and standalone planning engagements. The firm lists accounting among its business activities and maintains a client base concentrated on private individuals and families rather than institutional mandates. Reify does not present itself as an ESG-focused manager and is not structured as a multi-state adviser for regulatory reporting purposes.

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Public Holdings

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Location & Offices