Rai Wealth
Rai Wealth is an SEC-registered wealth manager in Naperville, IL with $530.8M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Rai Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324695, SEC 801-127594, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $530.8M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Naperville, IL
- Employees
- 12
- Clients
- 450
- CRD
- 324695
- Ownership
- IMBROGNO, MELISSA, ANNE; BROWN, SCOTT, ALEXANDER; Aagaard, Gregory, Scott; WEST, WILLIAM, SCOTT
How much AUM does Rai Wealth have?
Rai Wealth reported $530.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Rai Wealth?
Disclosed owners and executives of Rai Wealth include IMBROGNO, MELISSA, ANNE, BROWN, SCOTT, ALEXANDER, Aagaard, Gregory, Scott, WEST, WILLIAM, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.