# REES WEALTH MANAGEMENT, LLC

REES WEALTH MANAGEMENT, LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 335458
- Type: SEC-registered investment adviser
- SEC file number: 801-132855
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Justin David Rees | MANAGING MEMBER AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335458/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335458/similar
- Related entities: https://search.stillhousedata.com/firm/335458/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335458

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.