Rezny Wealth Management, Inc.

RIASEC Registered

Total AUM

$576M

Discretionary

$576M

100% of AUM

Avg account

$2.1M

Accounts

275

Employees

7

Advisory reps

2

Firm details

Headquarters: Fort Myers, Florida
CRD number: 109638
Registered since: April 11, 2014
Website: www.reznywealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI90.28%
Individuals9.72%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rezny Wealth Management, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2014. The firm focuses on serving individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its advisory billing mixes asset-based fees with hourly charges. Rezny does not position itself as a capital allocator or pension consultant, and it is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
US Government Bonds1%

Contacts

2 of 2

Jessica Stanley
SVP, Investment StrategiesCRD 6046862
Brian Rezny
President & Financial PlannerCRD 1799205

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 21

Active vs passive

$646M in ETFs

Passive

97%

$626M

Active

3%

$20M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG)	Vanguard	Passive	Large Growth	$179M	1,987,874	27.74%

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Primary office

Fort Myers, FL

Lee

Location

Fort Myers, FL

Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area: Cape Coral-Fort Myers-Naples, FL
Region: South
County: Lee
Address: 5237 Summerlin Commons Blvd
Time zone: ET (UTC-5)
Office locations

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