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William R

Series 63, Series 65, Series 66

Hyannis Port, MA

Wealthion

William Reik is a financial advisor at Wealthion with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Greylock Peak Investments, SCP Real Assets, Compass Securities Corporation, Bristol Gold Group, and Sprott Asset Management. Wealthion provides discretionary portfolio management and referral services to individuals, high net worth clients, family offices, and institutions. The firm focuses on strategies involving real assets such as real estate, commodities, and natural resources, and offers both discretionary and non-discretionary account management while maintaining various broker-dealer affiliations and a referral-based business model.

Real estate investing Active portfolio management Passive / index investing
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Matthew A

Series 63, Series 65

Savannah, GA

Wealthion

Matthew Apelman is a financial advisor with Wealthion in Savannah, GA, holding Series 63 and Series 65 licenses. He has been with Wealthion since 2026 and previously worked at Fidelity Investments. Outside of his advisory role, he is also involved with Gold Bullion International LLC. Wealthion provides discretionary portfolio management and referral services to individuals, high net worth clients, family offices, and institutions. The firm focuses on strategies emphasizing real assets and uses a distinctive structure connected to precious-metals broker-dealers and affiliated entities.

Real estate investing Active portfolio management Passive / index investing
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