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REA WEALTH MANAGEMENT

NEW PHILADELPHIA, OH · CRD 108913 · IAPD ↗ · invp.com · 330-308-9707

$892.3MRegulatory AUM
11Advisory reps
20Employees
4Clients
101-250Planning clients
0Private funds
15States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2026 — REA WEALTH MANAGEMENT added office(s): 4 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2025 — REA WEALTH MANAGEMENT notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2025 — INVESTMENT PARTNERS LTD is now doing business as REA WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
February 2024 — INVESTMENT PARTNERS LTD now reports custody of client assets ($181.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
February 2024 — INVESTMENT PARTNERS LTD reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.