$133.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
58 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-07-2003
- Office Locations
- 1
Office Locations
-- Clifton VA
About Rechter Wealth Management, LLC
Rechter Wealth Management, LLC is a Clifton-based RIA. The firm has been operating for 23 years. Managing $133.5M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$66.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
12.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PETER JAMES RECHTER
Advisor, Managing Member, Owner
- CRD
- #2623277
- Ownership
- 75% or more
Available
Available
Available
S
SEAN ALEXANDER PALMER
Chief Compliance Officer, Director
- CRD
- #7853457
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $133,503,749 | $741,687 |
| Total | $133,503,749 | $741,687 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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