REH Wealth Advisors LLC
SEC RegisteredLess work, less stress and more success. Invest with Steve.
About the firm
Invest with Steve offers a uniquely personalized and comprehensive approach to asset management and financial success, providing investment management, financial planning, and useful insights. The firm functions as a solutions-driven, problem-solving fiduciary, delivering financial solutions, strategies, and investment guidance tailored to each client's unique situations, needs, tolerances, and goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, and financial insights; fiduciary services leveraging leading tools, technology, and industry research.
Who they serve
Clients ready to retire, preparing and planning for retirement, or managing significant assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 30 | $11M |
| High Net Worth Individuals | 39 | $97M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.00% |
| $500,001 - $1,000,000 | 0.75% |
| $1,000,001 - $2,000,000 | 0.60% |
| $2,000,000 and Above | 0.40% |
Data as of January 20, 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. REH Wealth 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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