CRD: 123047
Rehmann Wealth
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- Custodian
- Fidelity/NFS · Goldman Sachs · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | 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 |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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