RIA Intel›Advisers›Florida›REZNY WEALTH MANAGEMENT, INC.

REZNY WEALTH MANAGEMENT, INC.

Advisory

N·FORT MYERS, FL

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM
$576M
1-Year AUM Growth
+45.0%
3-Year CAGR
+16.3%
Employees
2
Assets Under Management
Total AUM$576M
Discretionary AUM$576M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients274
Team
Total Employees2
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record63
First FilingMar 16, 2001
Latest FilingJul 13, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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