Rewey Asset Management

Overview

Rewey Asset Management operates as an independent, individual-owned RIA that provides financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a combination of a percentage of assets under management and hourly fees, and places a clear emphasis on discretionary management—its reported discretionary assets equal its total AUM. Investment activity shows a pronounced equity bias, with a large allocation to exchange-traded equities and ETFs. The firm’s advisory work centers on customized planning and portfolio construction for high-net-worth clients; its client base is small and concentrated, which supports tailored, relationship-driven advice rather than mass-market product delivery. Rewey Asset Management is not identified as an ESG-focused or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices