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Home > Retirement Planners > georgia > atlanta > REICON WEALTH ADVISORS, LLC
REICON WEALTH ADVISORS, LLC
3166 Mathieson Drive
Suite 200
Atlanta, Georgia 30305
Tel: 404-328-2120
About REICON WEALTH ADVISORS, LLC
REICON WEALTH ADVISORS, LLC, formally registered with the SEC as REICON WEALTH ADVISORS, LLC. The firm was established in 07/06/2023. They have over 1 offices throughout the country.
REICON WEALTH ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $143,509,018 assets under management, offering retirement planning & investment advisory services to 46 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315043 |
| SEC# | 801-128295 |
| Assets Managed by Firm | $143,509,018 |
| No. of Clients | 46 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 46 | $143,509,018 |
| Individuals (other than high net worth individuals) | 14 | $7,480,485 |
| High net worth individuals | 10 | $100,173,322 |
| Charitable organizations | 5 | $33,323,439 |
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