$892.3M Total AUM
$881.0M Disc. AUM
7.6% 3Y CAGR
20 Employees
942 ADV. Clients
28 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-21-1997
- Office Locations
- 5
Office Locations
212 N Washington Street Millersburg OH
419 W High AVE NEW Philadelphia OH
5775 Perimeter Drive Suite 110 Dublin OH
About REA Wealth Management
REA Wealth Management is an Ohio-based advisory firm providing comprehensive financial planning, customized tax-efficient investment management, and workplace retirement plan selection/implementation for employers. Clients receive one-on-one guidance backed by a collaborative bench of professionals across five Ohio locations, with custody support that includes Fidelity/NFS.
Team overview
47 AVG AGE
$81.1M AVG AUM / ADVISOR
$947.2K AVG AUM / CLIENT
11.4 yrs AVG TENURE
20 Employees
11 Advisory Reps
11 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DOUGLAS GRAY BAMBECK
President
- CRD
- #3119298
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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MATTHEW WILLIAM ANDREAS
Financial Advisor
- CRD
- #2954129
Available
Available
Available
DARREN CHRISTOPHER BROOKS
Financial Advisor
- CRD
- #2601668
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $880,997,785 | $487,547 |
| Non-Discretionary | $11,286,354 | $1,026,032 |
| Total | $892,284,139 | $490,805 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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