Reach Wealth Management Llc
- Regulatory AUM
- $185M
- Discretionary
- $185M
- Clients
- 230
- Avg AUM / client
- $803K
- Accounts
- 672
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 177 | $60.5M | 32.8% |
| High net worth individuals | 53 | $124M | 67.2% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony James Christensen | Registered representative | CFP Chartered Financial Consultant | Feb 2025 (1y) | |
| Cameron Leon Blake | Registered representative | Feb 2025 (1y) | ||
| David Orson Harris | Registered representative | Chartered Financial Consultant | Feb 2025 (1y) | |
| Jordan Michael Lindsay | Registered representative | Feb 2025 (1y) | ||
| Daniel Kenneth Barnowsky | Registered representative | Feb 2026 (0y) |
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) | 05/05/2026 | 983 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
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $177M (96% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗