REICON WEALTH ADVISORS, LLC

REICON WEALTH ADVISORS, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 315043). Regulatory assets under management: $220.1M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

Officers, owners & control persons (25)

NameRoleLocation
REID THOMAS FUNSTONCHIEF COMPLIANCE OFFICER; MANAGING PARTNER, CHIEF COMPLIANCE OFFICER; MEMBER (+1 more)ATLANTA, GA
THEODORE JOSEPH DAVIESMANAGING PARTNER; TRUSTEEATLANTA, GA
Lorraine Oscher McclainTRUSTEE—
Forrest Garvin McclainTRUSTEE—
Stephanie Busuttil DouglassMANAGING DIRECTOR; MANAGING DIRECTOR, CHIEF OPERATING OFFICER—
William Henry FunstonMEMBER—
Grace Catherine FunstonMEMBER—
Sidney Rose FunstonMEMBER—
Danielle Mistele DaviesMEMBER—
Brendan Mitchell DaviesMEMBER—
Michael Joseph DaviesMEMBER—
Aidan Dorrance DaviesMEMBER—
Audrey Michelle DaviesMEMBER—
FUNSTON REID THOMASCHIEF COMPLIANCE OFFICER; MANAGING PARTNER & CCO; MEMBER (+1 more)—
DAVIES THEODORE JOSEPHMANAGING PARTNER; MEMBER; TRUSTEE—
MCCLAIN LORRAINE OSCHERTRUSTEE—
MCCLAIN FORREST GARVINTRUSTEE—
DOUGLASS STEPHANIE BUSUTTILMANAGING DIRECTOR—
FUNSTON WILLIAM HENRYMEMBER—
FUNSTON GRACE CATHERINEMEMBER—
FUNSTON SIDNEY ROSEMEMBER—
DAVIES DANIELLE MISTELEMEMBER—
DAVIES BRENDAN MITCHELLMEMBER—
DAVIES AUDREY MICHELLEMEMBER—
DAVIES AIDAN DORRANCEMEMBER—

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
RWA DIRECT INVESTMENTS II, LLCPrivate Equity FundGeorgia4$2.1M$25K
RWA DIRECT INVESTMENTS I, LLCPrivate Equity FundGeorgia9$1.8M$25K

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