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Tabitha Ann Williams

Reify Wealth Advisors, Inc.

Indianapolis, IN

CRD 5829071

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Employer firm

Reify Wealth Advisors, Inc. CRD 121978

$524M regulatory AUM 149 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Reify Wealth Advisors, Inc.

3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-11-10
  • IN RA
    APPROVED
    Since 2020-11-10

Branch Locations

3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors, Inc. Norcross GA 03/2015 07/2020
Worley Erhart-Graves Financial Advisors, Inc. Indianapolis IN 08/2020 10/2025
The Just Company Indianapolis IN 04/2015 07/2020
Reify Wealth Advisors, Inc. Fka Worley Erhart-Graves Indianapolis IN 10/2025 Present
  • 03/2015 → 07/2020
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2020 → 10/2025
    Worley Erhart-Graves Financial Advisors, Inc.
    Indianapolis, IN
  • 04/2015 → 07/2020
    The Just Company
    Indianapolis, IN
  • 10/2025 → Present
    Reify Wealth Advisors, Inc. Fka Worley Erhart-Graves
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-10
S63 Uniform Securities Agent State Law Examination 2016-03-24
  • S65 Uniform Investment Adviser Law Examination
    2020-11-10
  • S63 Uniform Securities Agent State Law Examination
    2016-03-24
Other Names
  • Tabitha Ann Uhlenhake

View on SEC IAPD

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