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REICON WEALTH ADVISORS, LLC
CRD 315043 · SEC 801-128295
3166 MATHIESON DRIVE, SUITE 200, ATLANTA, GA, 30305, United States
Phone
404-328-2120
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$220.1M
Discretionary AUM
$220.1M
Team
5 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $6.5M |
| High net worth individuals | 27 | $127.0M |
| Pooled investment vehicles | 2 | $3.9M |
| Charitable organizations | 5 | $82.7M |
States served
GA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD