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Building 2REZNY WEALTH MANAGEMENT, INC.

Map pinFORT MYERS, FL
Phone800-618-8577
NotebookSEC #801-79468
Total AUM
$576M
Employees
7
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5237 SUMMERLIN COMMONS BLVD
SUITE 206
FORT MYERS
FL 33907
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
800-618-8577
Other Offices
2

ReceiptFinancials

Total AUM
$576M
Accounts
275
Discretionary
$576M
Accounts
275
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
75
AUM
$56M
HNW Individual Clients
200
AUM
$520M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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