REA WEALTH MANAGEMENT

419 W High Ave
New Philadelphia, Ohio 44663
Tel: 330-308-9707

About REA WEALTH MANAGEMENT

REA WEALTH MANAGEMENT, formally registered with the SEC as REA WEALTH MANAGEMENT. The firm was established in 11/21/1997. They have over 5 offices throughout the country.

REA WEALTH MANAGEMENT is a New Philadelphia, Ohio based Financial Planning firm with nearly $807,463,088 assets under management, offering retirement planning & investment advisory services to 1738 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108913
SEC#	801-55069
Assets Managed by Firm	$807,463,088
No. of Clients	1738
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1738	$807,463,088
Individuals (other than high net worth individuals)	711	$207,045,462
High net worth individuals	163	$544,812,135
Pension and profit sharing plans	12	$13,665,411
Charitable organizations	4	$1,558,650
Corporations or other businesses	28	$40,381,430

More Retirement Planning firms in New Philadelphia, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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