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REAVES ASSET MANAGEMENT

JERSEY CITY, NJ · CRD 3140 · IAPD ↗ · reavesassetmanagement.com · 201-332-4596

$5.94BRegulatory AUM
7Advisory reps
21Employees
4Clients
n/aPlanning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
March 2026 — REAVES ASSET MANAGEMENT reported RAUM up 45% ($4.09B -> $5.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
March 2025 — REAVES ASSET MANAGEMENT reported RAUM up 33% ($3.07B -> $4.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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