Walter J. Reyna, Inc.
- Regulatory AUM
- $74.8M
- Discretionary
- $74.8M
- Clients
- 313
- Avg AUM / client
- $239K
- Accounts
- 313
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2024
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 288 | $29.8M | 39.8% |
| High net worth individuals | 25 | $45.0M | 60.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Reyna, Magda, Chapa | Secretary | Jul 1984 (42y) | Less than 5% | |
| Walter James Reyna | President/Chief Compliance Officer | CFP | Jul 1984 (42y) | 75% or more |
| James Anthony Reyna | Vice President | Jan 2005 (22y) | 5% – 10% | |
| Michael P Cutbirth | Registered representative | CFP Chartered Financial Consultant | Nov 2023 (3y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2024 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2024.
View current Form ADV (SEC/IAPD) ↗