Rezny Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and retirement plan services. Financial planning was provided to 1–10 clients last fiscal year.
Rezny Wealth Management reports 275 clients. They include 200 high-net-worth individuals and 75 individual clients. Of its assets, 100.0% ($576M across 275 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 10% |
| High-net-worth individuals | 73% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 75 | $56M | 9.7% | $747K |
| High-net-worth individuals | 200 | $520M | 90.3% | $2.6M |
| Total | 275 | $576M | 100% | $2.09M |
- Clients
- 75
- Regulatory AUM
- $56M
- AUM share
- 9.7%
- Avg. per client
- $747K
- Clients
- 200
- Regulatory AUM
- $520M
- AUM share
- 90.3%
- Avg. per client
- $2.6M
Total
- Clients
- 275
- Regulatory AUM
- $576M
- AUM share
- 100%
- Avg. per client
- $2.09M
- 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
- 1–10
Rezny Wealth Management charges 1.00%–1.50% a year for its Investment Advisory Account Services. Each asset band is charged at its own rate. The fee is billed in advance and requires an account of at least $2,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K and above | 1.00% |
Fee details and sources
Brian Rezny owns 75% or more of Rezny Wealth Management. The leadership team of Rezny Wealth Management includes President Brian Rezny. It has 7 employees, 2 of them in advisory roles.
Staff
- 7 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Rezny Wealth Management, Inc.
Brian Rezny
Control person · since May 1992
Rezny Wealth Management’s regulatory assets grew 2.3× from $253M (January 2021) to $576M (July 2026); clients rose from 254 to 275 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $576M | 275 | 7 | 3 |
| Mar 2025March 2025 | $435M | 274 | 7 | 4 |
| May 2024May 2024 | $347M | 405 | 6 | 4 |
| Jan 2023January 2023 | $268M | 262 | 6 | 4 |
| Feb 2022February 2022 | $327M | 253 | 6 | 4 |
| Jan 2021January 2021 | $253M | 254 | 6 | 4 |
Besides its headquarters, Rezny Wealth Management has 2 offices, with 3 listed addresses across 2 states.
Florida · 2 listed addresses
- 5237 Summerlin Commons BLVD, Suite 206, Fort MyersHQ
- 1415 Panther Lane, Naples
Illinois · 1 listed address
- 75 Executive Drive, Aurora
Contact and registration details
- Legal name
- Rezny Wealth Management, Inc.
- Headquarters
- 5237 Summerlin Commons BLVD, Suite 206, Fort Myers, FL 33907
- Website
- reznywealth.com
- Phone
- 800-618-8577
- SEC file
- 801-79468
- Founded
- 1992
- Structure
- Florida corporation
- Fiscal year end
- December
Rezny Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($574M, 100%) and Nationwide Securities ($2M, 0%). Rezny Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $574M100%
- Nationwide SecuritiesNationwide Securities, LLC · Grandview Heights, OH · $2M0%
At year end, Rezny Wealth Management’s separately managed accounts were mostly in stocks (99%). Its reported 13F holdings for the quarter ended 30 June 2026 total $579M across 37 positions; the largest are Vanguard Index Fds (29.7%), iShares TR (26.6%) and Vaneck ETF Trust (10.5%).
What the accounts hold
- Stocks99%
- Bonds1%
How many clients does Rezny Wealth Management have?
Rezny Wealth Management has 275 clients and manages $576 million for them, as of July 2026. They include 200 high-net-worth individuals and 75 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026
What services does Rezny Wealth Management offer?
Rezny Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Rezny Wealth Management charge?
Rezny Wealth Management charges 1.00%–1.50% a year for its Investment Advisory Account Services. Each asset band is charged at its own rate. The fee is billed in advance and requires an account of at least $2,000,000.
Source: REZNY WEALTH MANAGEMENT, INC. ADV BROCHURE, filed 29 May 2026
Which custodians does Rezny Wealth Management use?
Rezny Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $574M and Nationwide Securities, LLC (Grandview Heights, OH), with $2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026
How many financial advisors does Rezny Wealth Management have?
Rezny Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Rezny Wealth Management invest in?
At the end of its last fiscal year, Rezny Wealth Management’s separately managed accounts held 99% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Rezny Wealth Management have a minimum investment?
Yes, Rezny Wealth Management’s minimum account size for its Investment Advisory Account Services is $2M.
Source: REZNY WEALTH MANAGEMENT, INC. ADV BROCHURE, filed 29 May 2026
Who owns Rezny Wealth Management?
Rezny Wealth Management’s direct owner is Brian Rezny (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 July 2026
How does Rezny Wealth Management get paid?
Rezny 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
How do I contact Rezny Wealth Management?
Rezny Wealth Management’s main office is at 5237 Summerlin Commons BLVD, Suite 206, Fort Myers, FL 33907. Its phone number is 800-618-8577. Its website is reznywealth.com.