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REICON WEALTH ADVISORS, LLC

ATLANTA, GA · CRD 315043 · IAPD ↗ · reiconwealthadvisors.com · 404-328-2120

$220.1MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
2Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — REICON WEALTH ADVISORS, LLC notice-filed in NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — REICON WEALTH ADVISORS, LLC reported RAUM up 32% ($143.5M -> $189.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — REICON WEALTH ADVISORS, LLC reported RAUM up 26% ($114.3M -> $143.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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