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CRD 2799242
Rea Wealth Management CRD 108913
$892M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
419 W High Ave, New Philadelphia, OH 44663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-09 |
Branch Locations
419 W High Ave, New Philadelphia, OH 44663 • United States
6300 Rockside Rd Suite 101, Independence, OH 44131 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-27 |
Branch Locations
1220 Moore Road Suite C, Avon, OH 44011 • United States
419 West High Avenue, New Philadelphia, OH 44663 • United States
6300 Rockside Road Suite 101, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management, Llc | Cleveland | OH | 10/2014 | 11/2018 |
| Unemployed | North Royalton | OH | 11/2018 | 06/2019 |
| Commonwealth Financial Network | Waltham | MA | 06/2019 | Present |
| Rea Wealth Management | New Philadelphia | OH | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-07 |
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