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REYES FINANCIAL ARCHITECTURE INC.

SAN DIEGO, CA · CRD 153194 · IAPD ↗ · reyesplan.com · 858-597-1966

$196.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — REYES FINANCIAL ARCHITECTURE INC. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — REYES FINANCIAL ARCHITECTURE INC. reported RAUM up 25% ($156.8M -> $196.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
January 2025 — REYES FINANCIAL ARCHITECTURE INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — REYES FINANCIAL ARCHITECTURE INC. 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

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