RHEECO, INC.

Overview

Rheeco, Inc. is an independent registered investment adviser focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm runs an equity‑first investment approach, allocating the vast majority of client capital to exchange‑traded equities and related separately managed account strategies. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and discrete planning projects. Rheeco does not position itself as an active ESG investor or as a multi-state adviser, and it does not function as a capital allocator or pension consultant. Its advisory activity centers on creating and managing portfolios for private clients and providing financial planning services, supported operationally by accountant affiliations.

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Public Holdings

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Location & Offices