Rehmann Wealth
Firm details
- Headquarters
- Lansing, Michigan
- CRD number
- 123047
- Registered since
- August 16, 2005
- Website
- www.rehmann.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI59.98%
- Pension & Profit Sharing Plans27.54%
- Corporations / Businesses6.08%
- Individuals4.32%
- Charitable Organizations2.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Rehmann Wealth is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2005. The firm acts as a capital allocator and serves both individual/family and institutional clients. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. Its fee schedule mixes percentage-of-AUM billing with hourly and fixed-fee arrangements. Rehmann Wealth identifies as an active ESG investor and maintains industry ties to broker-dealers, accounting firms, and insurance companies.
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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds34%
- State & Local Bonds5%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2
Nicole Spitzley
Chief Compliance OfficerCRD 5526351
Joan Payne
Chief Financial OfficerCRD 5654678
Contacts
3 of 40
William Blank
Registered RepresentativeCRD 5794110
Basam Malik
Retirement Plan AdvisorCRD 5810676
Adam Garvey
Financial AdvisorCRD 5871750
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 643Active vs passive
$3.4B in ETFs
79%
$2.7B
16%
$705M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $179M | 1,303,025 | 5.29% |
Location
Lansing, MI
Ingham
Location
Lansing, MI
Headquartered in Lansing, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Ingham
- Address
- 4086 Legacy Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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