REZNY WEALTH MANAGEMENT, INC.

REZNY WEALTH MANAGEMENT, INC. of FORT MYERS, FL is an SEC-registered investment adviser (CRD 109638). Regulatory assets under management: $576.0M.

Registration

• CRD: 109638
• SEC file number: 801-79468
• Type: Registered investment adviser
• Location: 5237 SUMMERLIN COMMONS BLVD, SUITE 206, FORT MYERS, FL, 33907
• Phone: 800-618-8577
• Latest filing: 2026-07-13
• Regulatory AUM: $576.0M
• Discretionary AUM: $576.0M
• Clients: 7
• Accounts: 275

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109638 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search