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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-02-2021
- Office Locations
- 1
Office Locations
About Reicon Wealth Advisors, LLC
Reicon Wealth Advisors is an Atlanta-based boutique RIA providing high-touch wealth management and financial planning, building diversified portfolios aligned to client objectives and actively monitoring and adjusting risk. The firm emphasizes unique access to alternative investment opportunities alongside public markets and fixed income. Serves retail and institutional relationships and custodians including Fidelity and J.P. Morgan.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THEODORE JOSEPH DAVIES
Co-Chief Investment Officer, Managing Partner
- CRD
- #2389710
- Ownership
- Less than 5%
STEPHANIE BUSUTTIL DOUGLASS
MANAGING DIRECTOR
- CRD
- #3119098
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JOSEPH PATRICK BOGLE
--
- CRD
- #7887546
Justin Reid Ostrowski
--
- CRD
- #8025506
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,065,095 | $1,880,898 |
| Non-Discretionary | $0 | -- |
| Total | $220,065,095 | $1,880,898 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | 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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