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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-2010
- Office Locations
- 1
Office Locations
About REH Wealth Advisors LLC
REH Wealth Advisors (Invest with Steve) is a Raleigh, NC fiduciary practice led by Stephen Reh (CFP, CFA), focused on retirees, pre-retirees, and clients managing significant assets. The firm provides financial planning and active, risk-managed asset-allocation portfolios primarily using mutual funds and ETFs, with some fixed income. Custody includes Charles Schwab and Goldman Sachs, and the site publishes market and inflation commentary.
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Investment Themes
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Technology
Owner & Executives
STEPHEN THOMAS REH
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4716256
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,083,588 | $592,646 |
| Non-Discretionary | $4,385,766 | $208,846 |
| Total | $110,469,354 | $552,347 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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