Rewealth

Overview

Rewealth is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements to accommodate planning and advisory assignments of different scopes. Investment activity is concentrated in public equities, with a stated preference for exchange-traded instruments. Rewealth operates as a discretionary manager across its book, and it is not positioned as a capital allocator or an active ESG investor. The adviser is single-state in scope and owner-controlled, which aligns with a compact, client-focused practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices