REZNY WEALTH MANAGEMENT, INC.
Adviser information for REZNY WEALTH MANAGEMENT, INC. last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 720 | $345.5M |
Non-Discretionary | 1 | $1.9M |
Total | 721 | $347.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 200 | $173.5M |
HNW Individuals | 205 | $174.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUMHourly charges |
Principal Office
5237 SUMMERLIN COMMONS BLVDSUITE 209
FORT MYERS
FL
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 800-618-8577, Fax: 630-527-9239
Websites
Chief Compliance Officer
BRIAN C REZNY
PRESIDENT
5237 SUMMERLIN COMMONS BLVD.
SUITE 209
FORT. MYERS
FL
United States
Tel:
800-618-8577
Fax:
630-527-9239
B*********@**************M
(Full email address available in API data)
Regulatory Contact
LINDA C. REZNY
EXECUTIVE VP/DIRECTOR OF OPERATIONS
5237 SUMMERLIN COMMONS BLVD.
SUITE 209
FORT MYERS
FL
United States
Tel:
800-618-8577
Fax:
630-527-9239
B*********@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
REZNY, BRIAN, CHARLES | Individual | – | OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | 05/1992 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AMAZON COM INC | COM | 1M | 8K | – |
AMERICAN ELEC PWR CO INC | COM | 1M | 15K | – |
APPLE INC | COM | 610K | 3K | – |
BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 1M | 34K | – |
GOLDMAN SACHS GROUP INC | COM | 204K | 451 | – |
INVESCO QQQ TR | UNIT SER 1 | 207K | 432 | – |
ISHARES TR | RUSSELL 3000 ETF | 201K | 650 | – |
ISHARES TR | CORE S&P500 ETF | 116M | 211K | – |
ISHARES TR | 20 YR TR BD ETF | 5M | 59K | – |
ISHARES TR | 7-10 YR TRSY BD | 5M | 48K | – |
ISHARES TR | FLTG RATE NT ETF | 14M | 282K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 13M | 231K | – |
JPMORGAN CHASE & CO. | COM | 481K | 2K | – |
L3HARRIS TECHNOLOGIES INC | COM | 1M | 6K | – |
META PLATFORMS INC | CL A | 1M | 3K | – |
MICROSOFT CORP | COM | 2M | 4K | – |
OAKTREE SPECIALTY LENDING CO | COM | 5M | 255K | – |
OKTA INC | CL A | 1M | 13K | – |
PAYPAL HLDGS INC | COM | 1M | 19K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 10M | 125K | – |
SELECT SECTOR SPDR TR | ENERGY | 9M | 100K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 15M | 105K | – |
SELECT SECTOR SPDR TR | TECHNOLOGY | 18M | 78K | – |
SPDR S&P 500 ETF TR | TR UNIT | 563K | 1K | – |
US BANCORP DEL | COM NEW | 516K | 13K | – |
VANECK ETF TRUST | SEMICONDUCTR ETF | 23M | 87K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 300K | 1K | – |
VANGUARD INDEX FDS | LARGE CAP ETF | 595K | 2K | – |
VANGUARD INDEX FDS | GROWTH ETF | 119M | 319K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 1M | 2K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 6M | 74K | – |
WALMART INC | COM | 926K | 14K | – |