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Reiber Wealth

Reiber Wealth. CRD 317166

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CRD: 317166

Reiber Wealth

$20.9M Total AUM
$20.9M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
01-20-2022
Office Locations
1

Office Locations

-- Canton MS

About Reiber Wealth

Reiber Wealth is a fiduciary, fee-only advisory firm providing personalized retirement and financial planning and building tailored portfolios grounded in financial science. The firm emphasizes evidence-based investing, avoiding market timing and speculation, and brings interdisciplinary guidance informed by both CPA and CFP knowledge. Assets are custodied at Charles Schwab & Company.

Team overview

-- AVG AGE
$20.9M AVG AUM / ADVISOR
$596.1K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

N

NICHOLAS ETHAN REIBER

Chief Compliance Officer, FOUNDER

CRD
#6250354
Ownership
Less than 5%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $20,861,909 --
Non-Discretionary $0 --
Total $20,861,909 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
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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