REH WEALTH ADVISORS LLC
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 153826
- Registered since
- November 4, 2024
- Website
- investwithsteve.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.41%
- Individuals9.84%
- Pension & Profit Sharing Plans2.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
REH Wealth Advisors LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines asset-based fees with hourly and fixed-fee engagements. REH does not identify as an active ESG investor, does not operate as a capital allocator, and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1STEPHEN REH
FounderCRD 4716256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RALEIGH, NC
WAKE
Location
RALEIGH, NC
Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 8384 Six Forks Rd
- Time zone
- ET (UTC-5)
- Office locations
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