RIA Intel›Advisers›New Jersey›REWEY INVESTMENT MANAGEMENT LLC

REWEY INVESTMENT MANAGEMENT LLC

Advisory

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in NJ

#628

of 775 advisers by AUM

Average account

$1M

across 58 accounts

AUM per adviser

$76M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$76M

Discretionary %

100%

Clients

25

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$76M

Discretionary AUM$76M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

6800 CAPITAL, L.L.C.

PRINCETON, NJ

$76M

-57.6% 1Y

VALUEALIGNED PARTNERS, LLC

RED BANK, NJ

$76M

0.0% 1Y

ACTIVE WEALTH ADVISORS LLC

WOODCLIFF LAKE, NJ

$75M

CTR FINANCIAL GROUP LLC

SUMMIT, NJ

$76M

-40.2% 1Y

TRUST & FIDUCIARY INCOME PARTNERS LLC

HACKENSACK, NJ

$75M

+6.6% 1Y

SIERRA FINANCIAL ADVISORS, LLC

RAMSEY, NJ

$75M

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