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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-2010
- Office Locations
- 2
Office Locations
About Reyes Financial Architecture Inc.
Reyes Financial Architecture is an SEC-registered RIA in San Diego focused on retirement planning for retirees and high-net-worth investors. The team builds comprehensive written income plans and provides risk-managed portfolio management, Social Security guidance, and coordinated tax and estate planning. Portfolios emphasize ETFs and are custodied at Charles Schwab. Founder David Reyes hosts “The Retirement Architect” TV and radio content, supporting ongoing client education.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JULIE ANN REYES
Chief Compliance Officer, Chief Financial Officer
- CRD
- #5770495
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WAYNE PATRICK FERBERT
Investment Committee Member, Portfolio Risk Manager
- CRD
- #4520127
DAVID REYES
Advisor
- CRD
- #2720768
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,182,788 | $1,154,016 |
| Non-Discretionary | $0 | -- |
| Total | $196,182,788 | $1,154,016 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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