Reyes Financial Architecture Inc.

RIASEC RegisteredEst. 2022
Total AUM
$196M
Discretionary
$196M
100% of AUM
Avg account
$1.2M
Accounts
170
Employees
5
Advisory reps
5

Firm details

Headquarters
San Diego, California
CRD number
153194
Registered since
May 25, 2022
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI89.76%
  • Individuals10.24%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Reyes Financial Architecture Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers — reflecting a role as a capital allocator that can deploy client capital into third-party managers. The firm does not identify as an active ESG investor in its snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Public Funds/Mutual Funds 5%, Private Funds 5%, Cash & Cash Equivalents 5%85%
  • Exchange Traded Equities85%
  • Public Funds/Mutual Funds5%
  • Private Funds5%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • Julie Reyes

    Julie Reyes

    Chief Financial Officer & Chief Compliance OfficerCRD 5770495

  • David Reyes

    David Reyes

    Founder & Chief Investment OfficerCRD 2720768

Contacts

3 of 3
  • Wayne Ferbert

    Wayne Ferbert

    Managing DirectorCRD 4520127

  • Adeline Ruwe

    Adeline Ruwe

    Financial Planning AssociateCRD 7325528

  • Deborah Spencer

    Deborah Spencer

    Operations ManagerCRD 6416350

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
4660 Lane Jolla Vlg Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth