{"url":"https://nivawealth.com/firms/reach-wealth-management-333710","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/333710","regulatoryAum":184663817,"crd":"333710","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8213467","suffix":null,"lastName":"Barnowsky","firstName":"Daniel","middleName":"Kenneth"},{"crd":"7035992","suffix":null,"lastName":"BLAKE","firstName":"CAMERON","middleName":"LEON"},{"crd":"5709608","suffix":null,"lastName":"CHRISTENSEN","firstName":"ANTHONY","middleName":"JAMES"},{"crd":"5604929","suffix":null,"lastName":"HARRIS","firstName":"DAVID","middleName":"ORSON"},{"crd":"6693819","suffix":null,"lastName":"LINDSAY","firstName":"JORDAN","middleName":"MICHAEL"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-23","regulatoryAum":145000000,"clients":205,"employees":4,"offices":1},{"filedOn":"2026-05-05","regulatoryAum":184663817,"clients":230,"employees":8,"offices":1}],"secFileNumber":"801-131955","legalName":"Reach Wealth Management LLC","displayName":"Reach Wealth Management","slug":"reach-wealth-management-333710","website":"https://staterawealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"912 W. 1600 S., St. B201","city":"St. George","state":"UT","stateName":"Utah","country":"United States","postalCode":"84770"},"tradeNames":[],"registration":{"secApproved":"10 February 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":802886.1608695652,"staff":{"employees":8,"advisory":4,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":184663817,"discretionary":184663817,"discretionaryAccounts":672,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":177,"regulatoryAum":60491008},{"label":"High-net-worth individuals","clients":53,"regulatoryAum":124172809}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044045","versionId":1044045,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-05-05","documentName":"FORM ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.65,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Financial planning and consulting is billed at an hourly fee of $300, 50% in advance; more complex consulting is subject to fixed fees.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044045","versionId":1044045,"submittedOn":"2026-05-05","documentName":"FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:54:10.705238+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044045","versionId":1044045,"submittedOn":"2026-05-05"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":177172082}],"custodyNote":"Reach Wealth Management does not have custody of client assets.","leadership":[{"name":"Anthony Christensen","title":"Founding Partner/CCO","crd":"5709608"},{"name":"David Harris","title":"Founding Partner","crd":"5604929"}],"ownership":[{"label":"Vertex Advisory Group","detail":"Shareholder in the 50% to 75% ownership band and a control person, since January 2025."},{"label":"H & S Services Unlimited LLC","detail":"Shareholder in the 50% to 75% ownership band and a control person, since January 2025."},{"label":"Anthony Christensen","detail":"Indirect owner: a owner of Vertex Advisory Group in the 75% or more band and a control person, since July 2013.","parent":"Vertex Advisory Group"},{"label":"David Harris","detail":"Indirect owner: a owner of H & S Services Unlimited LLC in the 75% or more band and a control person, since January 2008.","parent":"H & S Services Unlimited LLC"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":1,"addresses":[{"street":"912 W. 1600 S., St. B201","city":"St. George","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"435-673-6350","stateRegisteredReps":4,"otherAdviserReps":4,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":87},{"label":"Derivatives","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":4},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"5 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/333710/PDF/333710.pdf","brochureDate":"5 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044045","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Reach Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Reach Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Reach Wealth Management charge?","answer":"Reach Wealth Management charges 0.50%–1.65% a year for its Asset Management. The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 5 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Reach Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Reach Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Reach Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Reach Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Reach Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Reach Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Reach Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}