R
CRD: 318975
Reatherford Wealth Management LLC
$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-13-2022
- Office Locations
- 1
Office Locations
316 SW Washington ST Suite 1A Peoria IL
About Reatherford Wealth Management LLC
Reatherford Wealth Management is an independent, fiduciary wealth manager in Peoria, IL serving individuals, families, and entrepreneurs with a consultative, planning-led approach. The firm provides financial and investment planning, portfolio construction, tax and estate planning coordination, and insurance guidance. Portfolios are heavily ETF-based, with custody support via Charles Schwab.
Team overview
-- AVG AGE
$15.9M AVG AUM / ADVISOR
$224.3K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Collin Lance Reatherford
Owner, Wealth Manager
- CRD
- #6638101
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,926,902 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,926,902 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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