REA WEALTH MANAGEMENT
SEC RegisteredAim higher.
About the firm
Rea Wealth Management is a wealth management firm with a deep bench of financial professionals working from five locations across Ohio. The firm combines clients' expertise in their own lives with decades of financial experience, operating in partnership with Commonwealth Financial Network and the accounting firm Rea.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, retirement planning, charitable giving, business planning, employee retirement plans, executive compensation, and estate planning. The firm coordinates decisions with clients' accountants, lawyers, and other professionals.
Who they serve
Individuals who are retired, nearing retirement, beginning to build wealth, and business owners, including executives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 705 | $211M |
| High Net Worth Individuals | 185 | $619M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 12 | $13M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| PPS Select - First $250,000 | 0.25% |
| PPS Select - Next $250,000 | 0.20% |
| PPS Select - Next $500,000 | 0.15% |
| PPS Select - Above $1,000,000 | 0.10% |
Data as of January 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REA WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.