Data / Investment advisers / Ohio / Rea Wealth Management
Rea Wealth Management, New Philadelphia, OH: $892 million AUM, SEC registered investment adviser
Rea Wealth Management is an SEC registered investment adviser with its main office in New Philadelphia, Ohio and reports $892 million in regulatory assets under management in its Form ADV filed May 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 108913
- SEC file number
- 801-55069
- SEC status
- Approved, effective November 21, 1997
- Legal name
- Investment Partners LTD
- Main office
- 419 W High Ave, New Philadelphia, OH 44663
- Phone
- (330) 308-9707
- Website
- invp.com
- Regulatory AUM
- $892,284,139 in the Form ADV filed May 29, 2026
- Discretionary AUM
- $880,997,785
- Non discretionary AUM
- $11,286,354
- Accounts
- 1,818
- Employees
- 20, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 7
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- May 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 185 | $618.7 million |
| Individuals (other than high net worth individuals) | 705 | $211.2 million |
| Corporations or other businesses | 33 | $46.8 million |
| Pension and profit sharing plans | 12 | $13 million |
| Charitable organizations | 3 | $2.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $892.3 million | January 16, 2026 |
| December 1, 2025 | $807.5 million | September 17, 2025 |
Other advisers in Ohio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Riverview Research, LLC | Independence | $990.8 million | Not listed | adviserinfo.sec.gov |
| Peak Wealth Solutions | Pepper Pike | $911.6 million | Not listed | adviserinfo.sec.gov |
| Dean Investments | Beavercreek | $909.3 million | Not listed | adviserinfo.sec.gov |
| Formidable Asset Management, LLC | Cincinnati | $903 million | 1 | adviserinfo.sec.gov |
| Beacon Financial Advisory LLC | Cleveland | $900.7 million | Not listed | adviserinfo.sec.gov |
| Gearhart & Associates | Cincinnati | $872.6 million | Not listed | adviserinfo.sec.gov |
| Canopy Partners | Cincinnati | $869 million | Not listed | adviserinfo.sec.gov |
| Vantage Financial Group, Inc. | Cleveland | $866.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ohio
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Rea Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.