Rea Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rea Financial is a registered investment adviser that provides discretionary asset management, ongoing financial planning and consulting, and access to third‑party money managers. The firm manages custodial accounts for individual and high‑net‑worth clients and reports approximately $54.8 million in assets under management as of the brochure.
The firm’s investment process employs fundamental and technical analysis as well as modern portfolio theory, and uses a mix of long‑term, short‑term, income, and hedging strategies tailored to each client’s objectives and risk profile. Rea Financial may implement portfolios directly or through a Turnkey Asset Management Program (Triad Wealth Partners) that selects independent model managers, and accounts are reviewed at least annually.
A distinctive aspect of Rea Financial is that certain supervised persons are also licensed insurance agents and may receive commissions on insurance sales, a disclosed conflict of interest the firm says clients are free to avoid by using other agents. The firm also discloses fee‑sharing arrangements with third‑party managers and delegates proxy‑voting responsibility to clients, and it is a newly registered advisory firm (2026) operating with a small advisory team.
Client services
Expertise
Fee options
In certain circumstances, clients may be billed a flat fee disclosed at time of agreement signing.
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.2% $2,000,001 - $3,000,000: 1% $3,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Certain associated persons are licensed insurance agents and receive normal insurance commissions if products are purchased through them.
Fee-only: Fee based on assets under management; financial planning and consulting fees assessed as a percentage of assets payable quarterly based on same schedule as asset management fees.
Main office
7680 Universal Blvd, Suite 620
Orlando FL 34747
Advisors at this office
4
Most active in
Florida · Texas
Also doing business as
Rea Financial · Rea Financial, Inc
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Enrique L
Series 65
Orlando, FL
Rea Financial
Enrique Loscher is a financial advisor at Rea Financial in Orlando, FL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at International Assets Advisory, GFG Solutions, and MassMutual Life Insurance Co. Rea Financial is a registered investment adviser that offers discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm utilizes fundamental and technical analysis alongside modern portfolio theory, employing a range of strategies tailored to client objectives.
Logan W
Series 65, Series 66
Orlando, FL
Rea Financial
Logan Wolfley is a financial advisor at Rea Financial with Series 65 and Series 66 licenses and three years of industry experience. He previously worked at Triad Wealth Partners and Triad Partners and has experience in financial services and insurance. Outside of finance, he managed a lawn service business for over a decade. Rea Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary asset management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to clients' objectives and risk profiles.
Collin R
Series 65
Orlando, FL
Rea Financial
Collin Ritchey is a financial advisor at Rea Financial with a Series 65 designation and three years of industry experience. Prior to joining Rea Financial in 2025, he worked at Triad Partners for three years. Outside of his advisory career, he operates Ritchey's Lawn Service, which he has owned since 2016. Rea Financial is a registered investment adviser managing approximately $54.8 million in assets for individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies to clients’ objectives and risk profiles.
Caitlyn U
Series 65
Orlando, FL
Rea Financial
Caitlyn Urgiles is a financial advisor at Rea Financial with a Series 65 credential and two years of industry experience. She joined Rea Financial in 2026 after working at S.E.E.D. Planning Group LLC. Rea Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, tailoring strategies to client objectives and risk profiles.
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