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Rezny Wealth Management, Inc.

● SEC registered since 2014CRD 109638SEC# 801-79468Fort Myers, FL
Export (members)
Reg. AUM
$435.2M
Employees
7
Accounts
781
Location
Fort Myers, FL

Rezny Wealth Management, Inc. assets under management

Rezny Wealth Management, Inc. operates as an SEC-registered investment adviser based in Fort Myers, FL. The firm has been registered since 2014. It reports $435.2 million in regulatory assets under management and employs 7 people.
www.reznywealth.comView on SEC.gov ↗

Rezny Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Brian Charles Rezny ControlOwner/President/Chief Compliance OfficerOver 75%1992

Frequently asked questions

How much does Rezny Wealth Management, Inc. manage?

Rezny Wealth Management, Inc. reports $435.2 million in regulatory assets under management on its Form ADV.

How many employees does Rezny Wealth Management, Inc. have?

Rezny Wealth Management, Inc. reports 7 employees.

Where is Rezny Wealth Management, Inc. located?

Rezny Wealth Management, Inc. is based in Fort Myers, FL and has been SEC-registered since 2014.

Does Rezny Wealth Management, Inc. disclose fund performance?

Rezny Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5237 Summerlin Commons Blvd, Suite 206, Fort Myers, FL 33907
Phone800-618-8577
Fax630-527-9239
Office hours8:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1535859
Discloses disciplinary historyNo

Assets under management

Discretionary$435.2M
Non-discretionary$0
Total (RAUM)$435.2M