Reik Wealth Management, Inc.

Overview

Reik Wealth Management, Inc. is organized as a corporation and appears to operate as a small, individual-owned advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and also offers hourly billing for certain services. It is not identified as a capital allocator and does not list ESG investing as part of its approach. Regulatory data indicates the adviser is not registered as a multi-state adviser, is not newly formed, and does not act as a pension consultant or related adviser to another firm. An industry affiliation with an insurance company is noted, which suggests the firm may offer or coordinate insurance-related solutions alongside its advisory work.

Assets & Accounts