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

Identifiers

SEC RIA File Number 801-79468
SEC ERA File Number 801-79468
SEC CIK Numbers 1535859
SEC CRD Numbers 109638
Legal Entity Identifier None

Principal Office

5237 SUMMERLIN COMMONS BLVD
SUITE 209
FORT MYERS
FL
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 800-618-8577, Fax: 630-527-9239

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
(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
(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

10502020202120222023202420256 on 2/3/20206 on 6/4/20206 on 11/3/20206 on 12/1/20206 on 1/21/20216 on 12/16/20216 on 2/28/20226 on 1/23/20236 on 8/28/20236 on 2/21/2024

RAUM, Historic

400M200M0202020212022202320242025203448452 on 2/3/2020203448452 on 6/4/2020203448452 on 11/3/2020203448452 on 12/1/2020252553643 on 1/21/2021252553643 on 12/16/2021326971020 on 2/28/2022268330929 on 1/23/2023268330929 on 8/28/2023347450258 on 2/21/2024

No. Clients, Historic

5002500202020212022202320242025243 on 2/3/2020243 on 6/4/2020243 on 11/3/2020243 on 12/1/2020254 on 1/21/2021254 on 12/16/2021253 on 2/28/2022262 on 1/23/2023262 on 8/28/2023405 on 2/21/2024

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