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REHMANN WEALTH

LANSING, MI · CRD 123047 · IAPD ↗ · rehmann.com · 517-316-2400

$5.27BRegulatory AUM
39Advisory reps
39Employees
112Clients
51-100Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — REHMANN WEALTH added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — REHMANN WEALTH reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — REHMANN FINANCIAL is now doing business as REHMANN WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
April 2024 — REHMANN WEALTH reported RAUM up 26% ($3.04B -> $3.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — REHMANN WEALTH now reports custody of client assets ($2.73B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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