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RAI WEALTH

1700 Park Street, Suite 106
Naperville, Illinois 60563
Tel: 6307338434

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About RAI WEALTH

RAI WEALTH, formally registered with the SEC as RAI WEALTH. The firm was established in 04/05/2023. They have over 1 offices throughout the country.

RAI WEALTH is a Naperville, Illinois based Financial Planning firm with nearly $408,633,850 assets under management, offering retirement planning & investment advisory services to 1097 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#324695
SEC#801-127594
Assets Managed by Firm$408,633,850
No. of Clients1097
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1097$408,633,850
Individuals (other than high net worth individuals)273$84,486,896
High net worth individuals111$253,073,000
Pension and profit sharing plans16$47,939,927
Charitable organizations12$21,760,899
Corporations or other businesses2$1,373,128

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