Reicon Wealth Advisors, LLC

Reicon Wealth provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations and other business entities, and it also organizes and manages private special purpose vehicles (SPVs) that co-invest alongside unaffiliated private equity firms. The firm serves both separately managed individual portfolios and pooled investment vehicles, acting as investment manager for the SPVs and as adviser for client accounts.

The firm’s process begins with client due diligence to establish strategic asset allocation and written investment objectives, and it implements portfolios across equity, fixed income, alternatives and cash equivalents in line with those guidelines. Reicon Wealth’s disclosure notes it may use derivatives and options and exercises discretionary trading authority for client accounts, while SPV investments are governed and implemented in accordance with each vehicle’s offering and governing documents.

Reicon Wealth is atypical among peers of its size because it sponsors and manages private pooled vehicles and receives performance-based compensation (carried interest) from those SPVs, and it has formal allocation procedures to address potential side‑by‑side conflicts between pooled vehicles and managed accounts. The brochure also discloses material affiliations and fee- and service-sharing arrangements with related advisory and family-office entities and the provision of audited annual financial statements for SPV investors, creating operational and reporting features that differ from many similarly structured advisory firms.