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Reicon Wealth Advisors, LLC

● SEC registered since 2023CRD 315043SEC# 801-128295Atlanta, GA
Export (members)
Ranks #4,872 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$189.8M
Fund GAV
$3M
Private funds
2
Employees
5
Accounts
60
Location
Atlanta, GA

Reicon Wealth Advisors, LLC assets under management

Reicon Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2023. It reports $189.8 million in regulatory assets under management and employs 5 people. Reicon Wealth Advisors, LLC manages 2 private funds with combined gross assets of $3 million, including Rwa Direct Investments I, LLC. By regulatory assets, it ranks 4,872 of 5,911 private fund managers.

Reicon Wealth Advisors, LLC private funds

2 funds · $3M GAV
FundTypeGross assetsMin.
Rwa Direct Investments I, LLCPrivate Equity$1.5M$25K
Rwa Direct Investments II, LLCPrivate Equity$1.5M$25K

Reicon Wealth Advisors, LLC owners & executives

22 reported
NameTitleOwnershipSince
Mathieson Ventures, LLC ControlManaging Member25-50%2021
Reid Thomas Funston ControlChief Compliance OfficerUnder 5%2021
Stephanie Busuttil Douglass ControlManaging DirectorUnder 5%2022
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Frequently asked questions

How much does Reicon Wealth Advisors, LLC manage?

Reicon Wealth Advisors, LLC reports $189.8 million in regulatory assets under management on its Form ADV.

How many private funds does Reicon Wealth Advisors, LLC manage?

Reicon Wealth Advisors, LLC manages 2 private funds with combined gross assets of $3 million.

How many employees does Reicon Wealth Advisors, LLC have?

Reicon Wealth Advisors, LLC reports 5 employees.

Where is Reicon Wealth Advisors, LLC located?

Reicon Wealth Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2023.

Does Reicon Wealth Advisors, LLC disclose fund performance?

Reicon Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3166 Mathieson Drive, Suite 200, Atlanta, GA 30305
Phone404-328-2120
Office hours9 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$189.8M
Non-discretionary$0
Total (RAUM)$189.8M

Service providers