Wealth manager, independent · New Philadelphia, OH
REA Wealth Management
Investment Partners LTD · SEC-registered investment adviser · CRD 108913 · SEC 801-55069
At a glance
REA Wealth Management is an SEC-registered investment adviser based in New Philadelphia, Ohio, with $892 million in regulatory assets under management as of its Form ADV filed May 29, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 890 individual clients. By Form ADV it is a wealth manager, ranked 1,728th of 8,915 wealth managers and 5,737th of 17,210 SEC-registered advisers by assets.
Main office 330-308-9707reawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $892M
- Rank among wealth managers
- #1,728 of 8,915
- Rank among all SEC RIAs
- #5,737 of 17,210
- Rank in Ohio
- #116 of 403
- Individual clients
- 890
- High-net-worth clients
- 185
- Accounts
- 1,818
- Discretionary
- 99% of AUM
- Employees
- 20
- Advisory staff
- 11
- Offices
- 8
Owners and executives on its Form ADV
- Douglas G. BambeckPresident
- Douglas G. BambeckChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
REA Wealth Management is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed May 2026) names Commonwealth Financial Network as the broker-dealer its advisers are registered with.
vities Most IARs have obtained securities licenses and are Registered Representatives and Investment Advisory Representatives of Commonwealth Financial Network, an SEC investment adviser and registered Broker/Dealer, member FINRA and SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 185 | $619M | 69% |
| Individuals | 705 | $211M | 24% |
| Corporations or other businesses | 33 | $47M | 5% |
| Pension and profit sharing plans | 12 | $13M | 1% |
| Charitable organizations | 3 | $3M | <1% |
Disciplinary disclosures
REA Wealth Management answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗reawealth.com ↗
AtlasMembers
The full record on REA Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,820 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does REA Wealth Management manage?
REA Wealth Management reports $892 million in regulatory assets under management across 1,818 accounts, 99% of it on a discretionary basis, on its Form ADV filed May 29, 2026.
What kind of firm is REA Wealth Management?
REA Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are REA Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($619 million, 185 clients); individuals ($211 million, 705 clients); corporations or other businesses ($47 million, 33 clients).
Does REA Wealth Management have any disciplinary history?
REA Wealth Management answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is REA Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →