REHMANN WEALTH
SEC RegisteredIs your wealth planning on the right track?
About the firm
Rehmann is a network of financial advisors and professionals offering wealth management, tax, audit, consulting, and advisory solutions. Their purpose and passion is helping clients accomplish their goals by guiding them through the complexities and challenges of financial life planning. They serve a wide range of industries and client types with tailored strategies built on years of experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management services including Private Client Advisory, Estate and Legacy Planning, Investment Planning, Rehmann Trust Services, Income and Cashflow Planning, Retirement Planning, Education Planning, Institutional Retirement Plan Services, and Risk Management and Insurance; also Audit and Assurance, Consulting, Client Accounting and Advisory Solutions, Tax, and Technology Services.
Who they serve
Individuals and organizations with varying financial needs and objectives, including private clients, businesses, and institutional retirement plan participants.
| 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
Office locations
Advisors at this firm
41 advisors in the directory
Regulatory & compliance
Data as of March 30, 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. 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.
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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