Reedmark Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Reedmark Advisors reports 77 clients. They include 36 pension and profit-sharing plans, 28 high-net-worth individuals, and 11 individual clients. Of its assets, 28.5% ($161M across 54 accounts) are managed with discretion; $403M across 23 accounts are not. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | <1% |
| High-net-worth individuals | 36% | 14% |
| Pension and profit-sharing plans | 47% | 84% |
| Charitable organizations | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 11 | $2M | 0.4% | $182K |
| High-net-worth individuals | 28 | $78.1M | 13.8% | $2.79M |
| Pension and profit-sharing plans | 36 | $475M | 84.2% | $13.2M |
| Charitable organizations | 2 | $9.08M | 1.6% | $4.54M |
| Total | 77 | $565M | 100% | $7.33M |
- Clients
- 11
- Regulatory AUM
- $2M
- AUM share
- 0.4%
- Avg. per client
- $182K
- Clients
- 28
- Regulatory AUM
- $78.1M
- AUM share
- 13.8%
- Avg. per client
- $2.79M
- Clients
- 36
- Regulatory AUM
- $475M
- AUM share
- 84.2%
- Avg. per client
- $13.2M
- Clients
- 2
- Regulatory AUM
- $9.08M
- AUM share
- 1.6%
- Avg. per client
- $4.54M
Total
- Clients
- 77
- Regulatory AUM
- $565M
- AUM share
- 100%
- Avg. per client
- $7.33M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Reedmark Advisors is paid through a percentage of assets under management and hourly charges; its fees and minimums are set out in its brochures on the SEC website.
Solenture, LLC owns 75% or more of Reedmark Advisors and is in turn owned by Steven Price (25–50%) and Michael Diianni (25–50%). The leadership team of Reedmark Advisors includes Chief Compliance Officer Vincent Zullo. It has 12 employees, 9 of them in advisory roles.
Staff
- 12 employees
- 9 in advisory functions
- 5 state-registered reps
- 3 broker-dealer reps
- 9 insurance agents
- Owns 75% or more of Reedmark Advisors, LLC
Solenture, LLC
Control person · since September 2024
- Owns 25% to 50% of Solenture, LLC
Steven Price
Control person · since September 2024
- Owns 25% to 50% of Solenture, LLC
Michael Diianni
Control person · since January 2017
Anthony Pascazio
Member · Control person · since December 2025
Vincent Zullo
Member · Control person · since December 2025
Reedmark Advisors’ regulatory assets fell from $1.1B (March 2021) to $565M (March 2026); clients rose from 19 to 77 and employees from 3 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $565M | 77 | 12 | 1 |
| Mar 2025March 2025 | $397M | 29 | 12 | 1 |
| Mar 2024March 2024 | $332M | 19 | 3 | 1 |
| Mar 2023March 2023 | $346M | 19 | 3 | 1 |
| Mar 2022March 2022 | $1.28B | 17 | 3 | 1 |
| Mar 2021March 2021 | $1.1B | 19 | 3 | 1 |
Besides its headquarters, Reedmark Advisors has 0 offices, with 1 listed address in 1 state.
New Jersey · 1 listed address
- 92 East Main Street, Suite 203, SomervilleHQ
Contact and registration details
- Legal name
- Reedmark Advisors, LLC
- Headquarters
- 92 East Main Street, Suite 203, Somerville, NJ 08876
- Website
- Not reported
- Phone
- 908-300-5292
- SEC file
- 801-80791
- Structure
- Delaware LLC
- Fiscal year end
- December
Reedmark Advisors’ named custodians for separately managed accounts are T.rowe Price Retirement Plan Services ($272M, 69%), Hand Benefit and Trust ($68.1M, 17%) and Assetmark Brokerage ($56.9M, 14%). Reedmark Advisors does not have custody of client assets.
- Hand Benefit and TrustHand Benefit and Trust · Houston, TX · $68.1M17%
- Assetmark BrokerageAssetmark Brokerage, LLC · Concord, CA · $56.9M14%
- T.rowe Price Retirement Plan ServicesT.rowe Price Retirement Plan Services · Owings Mills, MD · $272M69%
At year end, Reedmark Advisors’ separately managed accounts were mostly in funds (89%).
What the accounts hold
- Stocks8%
- Funds89%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
How many clients does Reedmark Advisors have?
Reedmark Advisors has 77 clients and manages $565 million for them, as of March 2026. They include 36 pension and profit-sharing plans, 28 high-net-worth individuals, and 11 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Reedmark Advisors offer?
Reedmark Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Reedmark Advisors use?
Reedmark Advisors’ separately managed account assets are held at T.rowe Price Retirement Plan Services (Owings Mills, MD), with $272M, Hand Benefit and Trust (Houston, TX), with $68.1M and Assetmark Brokerage, LLC (Concord, CA), with $56.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Reedmark Advisors have?
Reedmark Advisors has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 9 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 Reedmark Advisors invest in?
At the end of its last fiscal year, Reedmark Advisors’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% 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 Reedmark Advisors?
Reedmark Advisors is owned through a holding company by Steven Price and Michael Diianni. Its direct owner is Solenture, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Reedmark Advisors get paid?
Reedmark Advisors 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
How do I contact Reedmark Advisors?
Reedmark Advisors’ main office is at 92 East Main Street, Suite 203, Somerville, NJ 08876. Its phone number is 908-300-5292.