REIK WEALTH MANAGEMENT, INC.

Overview

Reik Wealth Management, Inc. is a corporately organized advisory firm owned by an individual that provides financial planning and portfolio management for individuals and small businesses. The firm bills clients via a percentage-of-AUM fee schedule and by hourly charges for planning or advisory work. Available records do not list an SEC registration year, and the firm is identified as not being a multi-state adviser or a pension consultant. The firm lists an affiliation with an insurance company, which suggests insurance products or coordination with insurance specialists may be part of its client offering. Reik Wealth Management is not flagged as an active ESG investor and is not classified as a capital allocator or a related adviser under the available information.

Assets & Accounts

Location & Offices