REES WEALTH MANAGEMENT, LLC

REES WEALTH MANAGEMENT, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 335458). Regulatory assets under management: $115.7M.

Registration

• CRD: 335458
• SEC file number: 801-132855
• Type: Registered investment adviser
• Location: 240 S. PINEAPPLE AVE., SUITE 204, SARASOTA, FL, 34236
• Phone: (941) 444-1120
• Latest filing: 2026-03-24
• Regulatory AUM: $115.7M
• Discretionary AUM: $115.7M
• Clients: 2
• Accounts: 315

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335458 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search