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REIFY WEALTH ADVISORS, INC.

dba REIFY WEALTH ADVISORS, INC. · CRD 121978 · Registered Investment Adviser

REIFY WEALTH ADVISORS, INC. is a Registered Investment Adviser headquartered in INDIANAPOLIS, IN. The firm reports $524,414,189 in regulatory assets under management across 877 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$0
Non-discretionary$524,414,189
Total RAUM$524,414,189
Accounts877

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 121978. adviserinfo.sec.gov/firm/summary/121978.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.