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- Custodian
- Charles Schwab & Company · Jefferson National Securities · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-29-1997
- Office Locations
- 2
Office Locations
About Rezny Wealth Management, Inc.
Rezny Wealth Management is a fee-only fiduciary RIA focused on proactive, adaptive money management for investors and retirees. The firm delivers retirement planning, income-maximization, and tax-reduction strategies alongside customized portfolio management designed to grow wealth and manage risk for retirement security. Portfolios are primarily ETF-based, and founder Brian Rezny hosts the weekly TV/radio program The Rezny Wealth Report.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
BRIAN CHARLES REZNY
Advisor, Chief Compliance Officer, Owner, President
- CRD
- #1799205
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JESSICA ANN STANLEY
Vice President
- CRD
- #6046862
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $576,000,000 | $2,094,545 |
| Non-Discretionary | $0 | -- |
| Total | $576,000,000 | $2,094,545 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | 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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