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REIFY WEALTH ADVISORS, INC.

INDIANAPOLIS, IN · CRD 121978 · IAPD ↗ · 317-872-5090

$524.4MRegulatory AUM
11Advisory reps
15Employees
149Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — REIFY WEALTH ADVISORS, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2026 — REIFY WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($445.5M -> $524.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — REIFY WEALTH ADVISORS, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
December 2025 — WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. is now doing business as REIFY WEALTH ADVISORS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
March 2025 — WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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