Reiber Wealth

RIASEC Registered
Total AUM
$20.9M
Discretionary
$20.9M
100% of AUM
Avg account
$207K
Accounts
101
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
317166
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.21%
  • Individuals16.79%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Reiber Wealth is an independent registered investment adviser organized as an LLC that serves individual and family clients on a fee basis (percentage of AUM). The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. It does not position itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. The firm lists an industry affiliation with accountants, suggesting coordination with tax or accounting professionals is part of its service mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents3%
  • Exchange Traded Equities2%

Contacts

1 of 1
  • Nicholas Reiber

    Nicholas Reiber

    Founder & Wealth AdvisorCRD 6250354

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth