Reach Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Reach Wealth Management reports 230 clients. They include 177 individual clients and 53 high-net-worth individuals. Of its assets, 100.0% ($185M across 672 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 33% |
| High-net-worth individuals | 23% | 67% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 177 | $60.5M | 32.8% | $342K |
| High-net-worth individuals | 53 | $124M | 67.2% | $2.34M |
| Total | 230 | $185M | 100% | $803K |
- Clients
- 177
- Regulatory AUM
- $60.5M
- AUM share
- 32.8%
- Avg. per client
- $342K
- Clients
- 53
- Regulatory AUM
- $124M
- AUM share
- 67.2%
- Avg. per client
- $2.34M
Total
- Clients
- 230
- Regulatory AUM
- $185M
- AUM share
- 100%
- Avg. per client
- $803K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Reach Wealth Management charges 0.50%–1.65% a year for its Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is billed at an hourly fee of $300, 50% in advance; more complex consulting is subject to fixed fees.
Vertex Advisory Group owns 50% to 75% of Reach Wealth Management and is in turn owned by Anthony Christensen (75% or more). It has 8 employees, 4 of them in advisory roles.
Leadership
Anthony ChristensenFounding Partner/CCO
David HarrisFounding Partner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Reach Wealth Management LLC
Vertex Advisory Group
Control person · since January 2025
- Owns 75% or more of Vertex Advisory Group
Anthony Christensen
Control person · since July 2013
- Owns 50% to 75% of Reach Wealth Management LLC
H & S Services Unlimited LLC
Control person · since January 2025
- Owns 75% or more of H & S Services Unlimited LLC
David Harris
Control person · since January 2008
Reach Wealth Management’s regulatory assets grew from $145M (July 2025) to $185M (May 2026); clients rose from 205 to 230 and employees from 4 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $185M | 230 | 8 | 1 |
| July 2025 | $145M | 205 | 4 | 1 |
Besides its headquarters, Reach Wealth Management has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 912 W. 1600 S., St. B201, St. GeorgeHQ
Contact and registration details
- Legal name
- Reach Wealth Management LLC
- Headquarters
- 912 W. 1600 S., St. B201, St. George, UT 84770
- Website
- staterawealth.com
- Phone
- 435-673-6350
- SEC file
- 801-131955
- Structure
- Utah LLC
- Fiscal year end
- December
Reach Wealth Management uses Charles Schwab ($177M) as custodian for its separately managed accounts. Reach Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $177M100%
At year end, Reach Wealth Management’s separately managed accounts were mostly in stocks (87%).
What the accounts hold
- Stocks87%
- Funds6%
- Registered funds4%
- Pooled vehicles2%
- Cash2%
- Other3%
- Derivatives3%
Filed values cover 98%. The neutral 2% gap has no reported category.
How many clients does Reach Wealth Management have?
Reach Wealth Management has 230 clients and manages $185 million for them, as of May 2026. They include 177 individual clients and 53 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Reach Wealth Management offer?
Reach Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Reach Wealth Management charge?
Reach Wealth Management charges 0.50%–1.65% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Which custodians does Reach Wealth Management use?
Reach Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $177M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Reach Wealth Management have?
Reach Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Reach Wealth Management invest in?
At the end of its last fiscal year, Reach Wealth Management’s separately managed accounts held 87% exchange-traded equities, 4% registered funds (mutual funds, ETFs, BDCs), 3% derivatives, 2% pooled vehicles (private funds and similar) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Reach Wealth Management?
Reach Wealth Management is owned through holding companies by Anthony Christensen and David Harris. Its direct owners are Vertex Advisory Group (50% to 75%) and H & S Services Unlimited LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Reach Wealth Management get paid?
Reach Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Reach Wealth Management registered with the SEC?
Yes, Reach Wealth Management has been registered with the SEC as an investment adviser since 10 February 2025. Its CRD number is 333710 and its SEC file number is 801-131955.
Source: Form ADV Part 1A, Item 1, filed 5 May 2026; IAPD firm record
How do I contact Reach Wealth Management?
Reach Wealth Management’s main office is at 912 W. 1600 S., St. B201, St. George, UT 84770. Its phone number is 435-673-6350. Its website is staterawealth.com.