Reges Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reges Wealth Management is a newly established, state-registered investment adviser that offers wealth management and discretionary portfolio management to individuals, high‑net‑worth clients, and businesses. The firm also provides comprehensive financial planning and delivers educational seminars and workshops tailored to employers and their employees.
The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios built around low‑cost, diversified mutual funds and ETFs and the selective use of individual stocks and bonds. Reges Wealth may implement all or a portion of client assets using unaffiliated independent managers while retaining ongoing oversight, and it provides financial planning both as part of wealth management and as a standalone, fixed‑fee engagement; seminars are delivered on a project basis.
Notable distinctions include the combination of discretionary portfolio management for individuals with standalone, fixed‑fee financial planning and employer‑focused educational workshops—services that are uncommon among firms with no active SEC‑registered advisors. The firm does not operate proprietary or private funds and maintains an institutional custodian relationship that provides software and support to the adviser; the principal disclosed prior industry experience, ongoing non‑advisory employment, and a past legal matter that was dismissed.
Client services
Expertise
Fee options
Financial planning fixed fees $1,000-$2,500 per engagement; Educational seminars/workshops $500-$1,000 per workshop
$25,001 - $250,000: 1.00% annually $250,001 - $500,000: 0.85% annually $500,001+: 0.75% annually
Financial planning services up to $500 per hour
Account minimum: $25,000 Minimum fee: $15 per individual per month for assets under management less than $25,000 Fee-only: Financial planning stand-alone fixed engagement fee from $1,000 to $2,500 per engagement; hourly rate up to $500 per hour for financial planning services
Main office
Potomac MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
Reges Wealth Management · Reges Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
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