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REH WEALTH ADVISORS LLC

RALEIGH, NC · CRD 153826 · IAPD ↗ · investwithsteve.com · 909-518-2134

$110.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2024 — REH WEALTH ADVISORS LLC (RALEIGH, NC) is newly SEC-registered with $106.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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