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Home > Retirement Planners > florida > fort myers > REZNY WEALTH MANAGEMENT, INC.
REZNY WEALTH MANAGEMENT, INC.
5237 Summerlin Commons Blvd
Suite 206
Fort Myers, Florida 33907
Tel: 800-618-8577
About REZNY WEALTH MANAGEMENT, INC.
REZNY WEALTH MANAGEMENT, INC, formally registered with the SEC as REZNY WEALTH MANAGEMENT, INC. The firm was established in 04/11/2014. They have over 4 offices throughout the country.
REZNY WEALTH MANAGEMENT, INC. is a Fort Myers, Florida based Financial Planning firm with nearly $435,177,943 assets under management, offering retirement planning & investment advisory services to 781 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109638 |
| SEC# | 801-79468 |
| Assets Managed by Firm | $435,177,943 |
| No. of Clients | 781 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 781 | $435,177,943 |
| Individuals (other than high net worth individuals) | 110 | $55,384,301 |
| High net worth individuals | 164 | $379,793,642 |
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