RED REEF Advisors LLC
SEC RegisteredPLANNING TO LIVE WELL
About the firm
Red Reef Advisors serves as trusted advisors to individuals and families, tailoring services to help them navigate the complexities of life and wealth. The firm is singularly dedicated to understanding clients' lives and predicting their needs before they become issues.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tailored advisory services focused on planning and wealth management, with full attention devoted to understanding clients' lives and syncing plans with their reality.
Who they serve
Entrepreneurs and Business Owners, Retirees and those Soon-to-Retire, Busy Professionals with Children, and People with Wealth in Transition.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 44 | $16M |
| High Net Worth Individuals | 43 | $104M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $15M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RED REEF Advisors LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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