Rechter Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 125254
- Registered since
- April 3, 2026
- Website
- rechterwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.23%
- Individuals8.77%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rechter Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing mix includes a percentage-of-AUM fee plus options for hourly and fixed-fee arrangements. The adviser is not identified as an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser. The firm’s SEC registration is listed as 2026 and its reported industry affiliation includes working with accountants as part of its client service network.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents12%
- Exchange Traded Equities5%
Contacts
2 of 2Sean Palmer
Senior Financial AnalystCRD 7853457
Peter Rechter
OwnerCRD 2623277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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