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REZNY WEALTH MANAGEMENT, INC.

FORT MYERS, FL · CRD 109638 · IAPD ↗ · reznywealth.com · 800-618-8577

$576.0MRegulatory AUM
2Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — REZNY WEALTH MANAGEMENT, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — REZNY WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($435.2M -> $506.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
November 2024 — REZNY WEALTH MANAGEMENT, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — REZNY WEALTH MANAGEMENT, INC. reported RAUM up 29% ($268.3M -> $347.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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