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RHEECO, INC.

NATICK, MA · CRD 301106 · IAPD ↗ · rhee.co · (508) 655-1185

$119.2MRegulatory AUM
3Advisory reps
4Employees
5Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2025 — RHEECO, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — RHEECO, INC. (NATICK, MA) is newly SEC-registered with $116.2M RAUM and 2 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.