Aquire Wealth Advisors, Llc
- Regulatory AUM
- $504M
- Discretionary
- $504M
- Clients
- 768
- Avg AUM / client
- $656K
- Accounts
- 2,798
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 585 | $105M | 20.9% |
| High net worth individuals | 167 | $379M | 75.1% |
| Pension and profit sharing plans | 12 | $19.3M | 3.82% |
| Charitable organizations | 3 | $695K | 0.14% |
| Corporations and other businesses | 1 | $193K | 0.04% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Reese J Harper | Chairman, Founder | CFP Chartered Financial Consultant | Feb 2009 (18y) | ≈ 14.06% – 50% via Rh Financial, Inc. |
| Copier, Justin, Paul | Managing Partner | Jun 2018 (8y) | Less than 5% | |
| Matthew Warren Mulcock | Managing Partner/Chief Compliance Officer | CFP | Sep 2018 (8y) | Less than 5% |
| William West Gochnour | Registered representative | Mar 2018 (8y) | ||
| Jake David Elm | Registered representative | CFP | Nov 2019 (7y) | |
| Taylor Kevin Sutterfield | Registered representative | CFP | Sep 2021 (5y) | |
| Lauren Ashley Kearl | Registered representative | Nov 2023 (3y) | ||
| Rabih Dimachki | Registered representative | CFA | Jun 2024 (2y) | |
| Sean M Griffeth | Registered representative | CFP | Mar 2025 (1y) | |
| Cody Andrew Barrus | Registered representative | CFP | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aquire Holdings, Llc | Member | Jun 2018 | A | 75% or more |
| Rh Financial, Inc. | Member | Nov 2017 | B | ≈ 18.75% – 50% via Aquire Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Reese J Harper: 75% – 100% of Rh Financial, Inc. × 25% – 50% of Aquire Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Rh Financial, Inc.: 25% – 50% of Aquire Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 06/29/2026 | 951 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $504M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗