REZNY WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2014

Total AUM

$576M

Discretionary

$576M

100% of AUM

Avg account

$2.1M

Accounts

275

Employees

7

Advisory reps

2

Firm details

Headquarters: FORT MYERS, Florida
CRD number: 109638
Registered since: April 11, 2014
Website: reznywealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI90.28%
Individuals9.72%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rezny Wealth Management, Inc. is an independent SEC‑registered RIA formed in 2014 and owned by an individual principal. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients. Its billing mixes a percentage‑of‑AUM fee with hourly charges. Rezny does not identify itself as a capital allocator or an active ESG investor; its client base is concentrated in private individuals and families rather than institutional sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
US Government Bonds1%

Contacts

2 of 2

BRIAN REZNY
President & Financial PlannerCRD 1799205
JESSICA STANLEY
SVP, Investment StrategiesCRD 6046862

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 20

Active vs passive

$509M in ETFs

Passive

96%

$488M

Active

4%

$20.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)	Vanguard	Passive	Large Growth	$142M	323,977	27.83%

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Primary office

FORT MYERS, FL

LEE

Location

FORT MYERS, FL

Headquartered in FORT MYERS, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area: Cape Coral-Fort Myers-Naples, FL
Region: South
County: LEE
Address: 5237 Summerlin Commons Blvd
Time zone: ET (UTC-5)
Office locations

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