CRD: 121978
Reify Wealth Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-19-2005
- Office Locations
- 1
Office Locations
About Reify Wealth Advisors, Inc.
Reify Wealth Advisors is a woman-owned, fee-only RIA led by CFP® fiduciary advisors, translating financial planning and investment strategy into clear, actionable steps. The firm serves women and professionals from early career through retirement, including clients navigating life-changing events. Portfolios are implemented primarily with ETFs, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JULIANNE ERHART-GRAVES
President
- CRD
- #4592192
- Ownership
- 75% or more
TABITHA ANN WILLIAMS
Chief Compliance Officer, DIRECTOR OF INVESTMENT OPERATIONS, Financial Advisor
- CRD
- #5829071
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SHANE MICHAEL FAGAN
--
- CRD
- #6544499
Margaret Mattox Gooley
Financial Advisor
- CRD
- #5375584
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $524,414,189 | $597,964 |
| Total | $524,414,189 | $597,964 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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