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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rezny Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Rezny Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Rezny Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rezny Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rezny Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Rezny Wealth Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Rezny Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rezny Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Rezny Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 13 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/rezny-wealth-management-109638/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-17","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1535859/000117266126002660/0001172661-26-002660-index.html","totalValue":578600019,"positionCount":37,"top10Share":0.8748570141336273,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":171741108,"shares":1993744,"shareType":"SH","priorValue":141509914,"priorShares":323977},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":154017466,"shares":205661,"shareType":"SH","priorValue":131907268,"priorShares":200649},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR 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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."}