Rezny Wealth Management, Inc.
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
FINTRXOverview
Rezny Wealth Management, Inc. is an independent, individual‑owned registered investment adviser that entered SEC registration in 2014. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage of assets under management with hourly charges. FINTRX data flags the firm as not a capital allocator and not an active ESG investor; it is also not listed as a pension consultant or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities99%
- US Government Bonds1%
Contacts
2 of 2
Brian Rezny
President & Financial PlannerCRD 1799205
Jessica Stanley
SVP, Investment StrategiesCRD 6046862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$634M in ETFs
97%
$614M
3%
$20.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $172M | 1,993,744 | 27.08% |
Location
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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