Rader Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rader Wealth Management LLC is an independent, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients as well as retirement plans. The firm provides discretionary portfolio management, financial planning and consulting, and pension/401(k) plan consulting services.
The firm creates individualized Investment Policy Statements and uses a mix of cyclical, fundamental, technical and modern portfolio theory analysis to implement both long‑ and short‑term trading across mutual funds, ETFs, equities, fixed income, REITs, commodities, private placements and venture capital when appropriate. It generally manages accounts with discretionary authority, tailors allocations to clients’ stated goals and risk tolerances, and may direct clients to third‑party managers or platform providers for implementation.
Noteworthy aspects disclosed in the brochure include an affiliation with an accounting practice — the firm’s principal also serves as a tax accountant for Coffey and Rader CPAs and may offer tax/accounting services outside the advisory business — and the provision of pension consulting to employer plans. The brochure also details use of third‑party platforms such as Vestwell and Betterment (including fee‑sharing arrangements where applicable), a conflict the firm discloses and addresses in its policies.
Client services
Expertise
Fee options
$500 to $2,500 for financial planning fixed fees.
$0 - $50,000: 1.80% $50,001 - $100,000: 1.50% $100,001 - $300,000: 1.30% $300,001 - $500,000: 1.15% $500,001 - $750,000: 1.10% $750,001 - $1,000,000: 1.05% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.90% $4,000,001 - $5,000,000: 0.86% $5,000,001 - $7,500,000: 0.80% $7,500,001 - $10,000,000: 0.77% $10,000,001 - $20,000,000: 0.70% $20,000,001+: 0.66%
Up to $75 per month for financial consulting fees.
Main office
8337 W Sunset Road, Suite 100
Las Vegas NV 89146
Advisors at this office
1
Most active in
Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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