CRD: 123047
Rehmann Wealth
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Goldman Sachs · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-16-2005
- Office Locations
- 13
Office Locations
About Rehmann Wealth
Rehmann Wealth is a Michigan-based wealth planning firm providing integrated financial planning, investment portfolio management, and guidance on tax opportunities, trusts, and estate planning. Its advisors collaborate closely with CPAs to build comprehensive plans across education and retirement goals. Investment advisory services are delivered through Rehmann Wealth (RIA), with securities offered via its affiliated FINRA/SIPC broker-dealer.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 23.4%, from $4.3B to $5.3B.
Across 5 reported observations, AUM increased 85.7% between December 12, 2022 and March 30, 2026, from $2.8B to $5.3B.
Of the latest reported AUM, 75.6% is discretionary and 24.4% is non-discretionary.
The firm reports 39 advisory representatives and 2,661 clients, or 68.2 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 13 reported office locations and 20 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JOAN PAYNE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
JEFFREY PHILLIPS
Chief Investment Officer, Principal
- CRD
- #4319983
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Douglas Allen Barber
Financial Advisor, Principal
- CRD
- #2239007
JAY BRANT BERGER
Certified Financial Planner
- CRD
- #2433529
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,985,358,000 | $707,251 |
| Non-Discretionary | $1,285,860,000 | $3,339,896 |
| Total | $5,271,218,000 | $875,618 |
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Separately Managed Accounts
SMA allocation detail is available
Rehmann Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Rehmann Wealth's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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