Reik Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reik Wealth Management provides discretionary wealth management and standalone financial consulting to individuals, families, business owners, trusts, estates, charitable organizations and other business entities. Like many independent advisors, it charges percentage-of-assets fees for portfolio management of individual accounts, though the firm reports no assets under management in this initial filing.
The firm constructs client portfolios from a broad range of securities and applies both quantitative and qualitative methods, including modern portfolio theory, regular monitoring, and periodic rebalancing; wealth management clients typically grant discretionary trading authority. Reik Wealth also offers non‑discretionary consulting services—covering financial and retirement planning, estate-plan reviews, tax and cash‑flow guidance—and maintains a dedicated divorce financial consultation offering for other firms and for clients.
Distinctive features disclosed in the brochure include affiliations with insurance companies and representatives who are licensed to sell insurance products, with the firm describing the related conflicts and disclosures that accompany such recommendations. The firm also highlights divorce‑focused services and specialist training in divorce financial analysis, alongside custodial and vendor relationships (including indirect benefits from its custodian) that it discloses to clients.
Client services
Expertise
Occupation focus
Fee options
Up to $1,800 per engagement for divorce consultations
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
$400 per hour
Main office
8470 Enterprise Circle, Suite 305
Lakewood Ranch FL 34202
Advisors at this office
1
Most active in
Florida · Texas
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.
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