Reik Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Reik Wealth Management provides discretionary wealth management and standalone financial consulting to individuals, families, business owners, trusts, estates, and other business entities. The firm’s initial ADV filing reports no assets under management and notes that clients may engage either for ongoing portfolio management or for direct financial planning and consulting services.
The firm constructs portfolios using a broad range of securities and strategies and typically manages client accounts on a discretionary basis with ongoing monitoring, rebalancing, and trade execution; financial consulting engagements are offered separately and do not grant trading authority. Its stated methods of analysis include quantitative and qualitative techniques, modern portfolio theory, and charting, and it may employ long- and short-term strategies as appropriate to client objectives.
Noteworthy for a firm of its type, Reik Wealth offers standalone financial planning on an hourly basis and indicates that its representatives are licensed to sell insurance or may be affiliated with insurance companies, which can lead to commission-based conflicts of interest. The firm also provides portfolio management for individual clients while reporting no private fund advisory activities, and it discloses a custodian relationship that may provide the firm with indirect economic benefits.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Real estate investing
Options & derivatives strategies
Fee options
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
$400 per hour
Main office location
Reik Wealth Management, Inc.
8470 Enterprise Circle, Suite 305
Lakewood Ranch FL 34202, United States
Number of offices
1
Most active in
Reik Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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