Reicon Wealth Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 315043
- Registered since
- July 6, 2023
- Website
- reiconcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI57.7%
- Charitable Organizations37.59%
- Individuals2.95%
- Pooled Investment Vehicles1.76%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Reicon Wealth Advisors, LLC is an SEC-registered advisory firm (registered in 2023) organized as an LLC and classified in filings as operating private equity funds. The firm serves both individuals/families and institutional clients and provides portfolio management for private clients as well as for pooled investment vehicles. Its compensation model includes asset-based fees plus performance-based fees. Reicon is not identified as an active ESG investor and does not report multi-state adviser status; it also lists activity as a sponsor or managing member of pooled vehicles.
Assets & Accounts
Public Holdings
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 Funds77%
- US Government Bonds13%
- Exchange Traded Equities6%
- Derivatives2%
- Investment Grade Corp Bonds1%
Contacts
3 of 5
Joseph Bogle
Vice PresidentCRD 7887546
Stephanie Douglass
Managing DirectorCRD 3119098
Justin Ostrowski
Managing DirectorCRD 8025506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$163M in ETFs
96%
$156M
5%
$7.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $65.7M | 87,915 | 40.23% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3166 Mathieson Dr Ne
- Time zone
- ET (UTC-5)
- Office locations
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