VAN REED WEALTH MANAGEMENT LLC

VAN REED WEALTH MANAGEMENT LLC of WYOMISSING, PA is an SEC-registered investment adviser (CRD 143439). Regulatory assets under management: $25.9M.

Registration

• CRD: 143439
• Type: Registered investment adviser
• Location: 1122 PENN AVENUE, WYOMISSING, PA, 19610
• Phone: 610-376-6334
• Latest filing: 2026-03-05
• Regulatory AUM: $25.9M
• Discretionary AUM: $25.9M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143439 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search