RW
REHMANN WEALTH
SEC RegisteredLANSING, MIhttps://rehmann.com/solutions/wealth-planning517-316-2400
Assets Under Management
$5B–$25B
Employees
39
Office Locations
13 offices
Total Accounts
6020
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,063 | $228M |
| High Net Worth Individuals | 1,123 | $3.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 267 | $1.5B |
| State/Municipal Entities | 13 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
112 total clients reported on Form ADV.
Leadership
Llc Rehmann Financial Group
MEMBER
Rehmann
MEMBER
Nancy Sue Walls
CHIEF COMPLIANCE OFFICER
Frederick John Schaard
CHIEF EXECUTIVE OFFICER
Joan Payne
CHIEF FINANCIAL OFFICER
Jeffrey James Phillips
CHIEF INVESTMENT OFFICER/CHIEF OPERATIONS OFFICER
Office locations
13 offices in 2 states
MI
LANSINGHQ
MI
TRAVERSE CITY
FL
ORLANDO
MI
ANN ARBOR
MI
GRAND RAPIDS
MI
SAGINAW
FL
VERO BEACH
FL
STUART
MI
TRAVERSE CITY
MI
TROY
FL
BONITA SPRINGS
MI
TAWAS CITY
MI
DETROIT
Advisors at this firm
15 advisors in the directory
Douglas Allen Barber
Investment Adviser Representative
Adam Brenders
Investment Adviser Representative
Molly Anne Brueggeman
Investment Adviser Representative
Jalen Garrett
Investment Adviser Representative
Adam Kristjan Garvey
Investment Adviser Representative
David Alan Ladomer
Investment Adviser Representative
William Lewis Lazar
Investment Adviser Representative
Mark Andrew Meyers
Investment Adviser Representative
Jeannette Michelle Monroe
Investment Adviser Representative
Jeffrey Phillips
Investment Adviser Representative
James Patrick Russell
Investment Adviser Representative
David Andrew Savage
Investment Adviser Representative
Nicole Anne Spitzley
Investment Adviser Representative
Max Wellinger
Investment Adviser Representative
Scott Wesley
Investment Adviser Representative
Regulatory & compliance
CRD number
#123047
SEC Number
801-64587
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REHMANN WEALTH 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.