Reicon Wealth Advisors, LLC
Reicon Wealth Advisors, LLC is an SEC-registered wealth manager in Atlanta, GA with $220.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Reicon Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315043, SEC 801-128295, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $220.1M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 5
- Clients
- 59
- CRD
- 315043
- Ownership
- FUNSTON, REID, THOMAS; DAVIES, THEODORE, JOSEPH; WARAMAUG VENTURES, LLC; TJD VENTURES, LLC; MATHIESON VENTURES, LLC
How much AUM does Reicon Wealth Advisors, LLC have?
Reicon Wealth Advisors, LLC reported $220.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Reicon Wealth Advisors, LLC?
Disclosed owners and executives of Reicon Wealth Advisors, LLC include FUNSTON, REID, THOMAS, DAVIES, THEODORE, JOSEPH, WARAMAUG VENTURES, LLC, TJD VENTURES, LLC, MATHIESON VENTURES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.