A complete list of active advisors currently associated with Reicon Wealth Advisors, LLC
Warmer can help you find a great advisor at Reicon Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Reicon Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 1
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)