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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

REA WEALTH MANAGEMENT

INVESTMENT PARTNERS LTD, CRD 108913

NEW PHILADELPHIA, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b6909eb-8388-a999-9209-a269a90dfd17

Data as of May 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 6
On other graphs: 0
Observed: Mar 8, 2012 to May 29, 2026
46 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=9.0
Regulatory AUM: $892MItem 5.F on the latest filing (2026-05-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $881M
Private client RAUM: $830MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $81.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 11
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 1,818
Individual clients: 705
High net worth clients: 185
Custody, client assets: $203M
SEC number: 801-55069
CIK: 1050068
CRD: 108913
Filings on the tape: 46
First filed: Mar 8, 2012
Latest filed: May 29, 2026
Organised: Limited Liability Company, OH
Website: invp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DOUGLAS GRAY BAMBECK	n/a	New Philadelphia, OH \| NEW PHILADELPHIA, OH \| Cleveland, OH	26	28	n/a	yes
MATTHEW WILLIAM CAMPBELL	Certified Financial Planner\|Chartered Financial Consultant	NEW PHILADELPHIA, OH \| MILLERSBURG, OH \| Wooster, OH	25	26	n/a	yes
DOUGLAS ALAN FELLER	Certified Financial Planner\|Chartered Financial Analyst	NEW PHILADELPHIA, OH \| Lima, OH \| DUBLIN, OH	21	24	n/a	yes
DARREN CHRISTOPHER BROOKS	n/a	Medina, OH \| NEW PHILADELPHIA, OH \| Avon, OH \| MENTOR, OH	19	30	1	yes
ANTHONY R YODER	n/a	NEW PHILADELPHIA, OH \| New Philadelphia, OH	10	11	n/a	yes
MATTHEW WILLIAM ANDREAS	n/a	DUBLIN, OH \| NEW PHILADELPHIA, OH \| Lima, OH \| New Philadelphia, OH \| Dublin, OH	9	27	2	yes
JILL ANN ISRAEL	n/a	NEW PHILADELPHIA, OH \| Lima, OH \| New Philadelphia, OH	7	21	1	yes
THOMAS WILLIAM SCHROCK	n/a	New Philadelphia, OH \| Cleveland, OH \| Independence, OH \| Avon, OH \| NEW PHILADELPHIA, OH	7	27	1	no
Max William Feller	n/a	NEW PHILADELPHIA, OH \| New Philadelphia, OH	3	16	n/a	yes
Cale Ogi	n/a	Wooster, OH \| MILLERSBURG, OH \| NEW PHILADELPHIA, OH	2	11	n/a	no
Zane Edwin Parrott	n/a	Streetsboro, OH \| Mentor, OH \| MENTOR, OH \| NEW PHILADELPHIA, OH \| Avon, OH \| Medina, OH	0	14	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAMBECK, DOUGLAS, GRAY	CHIEF COMPLIANCE OFFICER	Na	yes	01/2015	Mar 8, 2012	Jan 3, 2024
REA & ASSOCIATES	Owner	E	yes	05/1998	Mar 8, 2012	Jan 3, 2024
REA FINANCIAL SERVICES, LTD	Member	E	yes	07/1998	Mar 8, 2012	Jan 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
REA FINANCIAL SERVICES, LTD	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dublin	Oh	United States	4	yes
Independence	Oh	United States	1	yes
Mentor	Oh	United States	1	yes
Millersburg	Oh	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 16, 2026	$892M	$881M	20	11	7	n/a	n/a
2024	Jan 14, 2025	$807M	$798M	19	11	4	n/a	n/a
2023	Jan 3, 2024	$646M	$638M	20	11	4	n/a	n/a
2022	Jan 27, 2023	$580M	$572M	19	11	4	n/a	n/a
2021	Feb 15, 2022	$696M	$685M	21	12	4	n/a	n/a
2020	Jan 29, 2021	$609M	$597M	19	11	4	n/a	n/a
2019	Feb 27, 2020	$491M	$478M	20	11	4	n/a	n/a
2018	Feb 1, 2019	$361M	$353M	20	11	3	n/a	n/a
2017	Mar 13, 2018	$389M	$380M	17	9	3	n/a	n/a
2016	Mar 20, 2017	$324M	$322M	17	10	n/a	n/a	n/a
2015	Feb 25, 2016	$300M	$299M	17	10	n/a	n/a	n/a
2014	Jan 29, 2015	$329M	$327M	16	9	n/a	n/a	n/a
2013	Feb 26, 2014	$308M	$306M	16	9	n/a	n/a	n/a
2012	Feb 20, 2013	$273M	$270M	16	9	n/a	n/a	n/a
2011	Mar 8, 2012	$243M	$238M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$892M	$807M	10.5%	$580M	15.4%	20	19	7	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EMVISION CAPITAL ADVISORS, LLC	2	Oct 2, 2024	Sep 24, 2025	NEW PHILADELPHIA, OH	Team lift out	RIA to new firm	20.0%

Relationships

Registered with (19)

← Zane Edwin ParrottAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← JILL ANN ISRAELAdvisorregistration: current employment
Apr 8, 2025 to presentfactForm ADV
← Cale OgiAdvisorregistration: current employment
Apr 8, 2025 to presentfactForm ADV
← Max William FellerAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV
← THOMAS WILLIAM SCHROCKAdvisorregistration: current employment
Jul 9, 2019 to presentfactForm ADV
← MATTHEW WILLIAM ANDREASAdvisorregistration: current employment
Jun 27, 2017 to presentfactForm ADV
← ANTHONY R YODERAdvisorregistration: current employment
Jan 5, 2016 to presentfactForm ADV
← DARREN CHRISTOPHER BROOKSAdvisorregistration: current employment
Aug 9, 2007 to presentfactForm ADV
← DOUGLAS ALAN FELLERAdvisorregistration: current employment
Feb 24, 2005 to presentfactForm ADV
← MATTHEW WILLIAM CAMPBELLAdvisorregistration: current employment
Jan 2, 2002 to presentfactForm ADV
← DOUGLAS GRAY BAMBECKAdvisorregistration: current employment
Jan 1, 2000 to presentfactForm ADV
← STEPHEN NEIL FRANKAdvisorregistration: previous registration
Jan 7, 2019 to Oct 2, 2024factForm ADV
← ROBERT J SWINDAMANAdvisorregistration: previous registration
Jul 16, 2023 to Oct 2, 2024factForm ADV
← Jarrod Dean HartAdvisorregistration: previous registration
Sep 12, 2021 to Nov 18, 2022factForm ADV
← BRIAN PATRICK PROCTORAdvisorregistration: previous registration
Jul 11, 2008 to Apr 4, 2017factForm ADV
← BENJAMIN KENNETH MINARDAdvisorregistration: previous registration
Aug 6, 2013 to Apr 4, 2017factForm ADV
← JAMIE PAUL MENGESAdvisorregistration: previous registration
Jul 12, 2007 to Feb 20, 2013factForm ADV
← RYAN C OLDSAdvisorregistration: previous registration
Aug 9, 2007 to Dec 23, 2010factForm ADV
← GREGORY RONGONE ROBBAdvisorregistration: previous registration
Jan 2, 2002 to Mar 16, 2005factForm ADV

Moved with (1)

→ EMVISION CAPITAL ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Oct 2, 2024 to Sep 24, 2025factForm ADV

Controls (3)

← BAMBECK, DOUGLAS, GRAYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 8, 2012 to Jan 3, 2024factForm ADV
← REA & ASSOCIATESOwnerOWNER, ownership code E, domestic entity
Mar 8, 2012 to Jan 3, 2024factForm ADV
← REA FINANCIAL SERVICES, LTDOwnerMEMBER, ownership code E, domestic entity
Mar 8, 2012 to Jan 3, 2024factForm ADV

Dated events

Occurred
Oct 2, 2024
Team lift-out
2 advisors left Rea Wealth Management (New Philadelphia, OH) for Emvision Capital Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 2, 2024
Advisor changed firm
Robert J Swindaman left Rea Wealth Management for Emvision Capital Advisors, Llc (registered 2025-09-24)
Form ADVobserved 5 days ago
Occurred
Oct 2, 2024
Advisor changed firm
Stephen Neil Frank left Rea Wealth Management for Emvision Capital Advisors, Llc (registered 2025-09-24)
Form ADVobserved 5 days ago
Occurred
Jan 27, 2023
Control person left
Chester Steven Stocker (Chief Executive Officer And Member) no longer on Schedule A of Rea Wealth Management (listed 2022-12-21, absent 2023-01-27)
Form ADVobserved 5 days ago
Occurred
Nov 18, 2022
Advisor changed firm
Jarrod Dean Hart left Rea Wealth Management for Vantage Financial Partners, Llc (registered 2023-01-17)
Form ADVobserved 5 days ago
Occurred
Feb 27, 2020
Regulatory AUM changed
Rea Wealth Management reported RAUM $490.6M, up 36% from $361.2M (2019-12-11 to 2020-02-27)
Form ADVobserved 5 days ago
$129M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b6909eb-8388-a999-9209-a269a90dfd17
First observed: Mar 8, 2012
Last observed: May 29, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REA WEALTH MANAGEMENT

INVESTMENT PARTNERS LTD, CRD 108913

NEW PHILADELPHIA, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b6909eb-8388-a999-9209-a269a90dfd17

Data as of May 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DOUGLAS GRAY BAMBECK

n/a

New Philadelphia, OH | NEW PHILADELPHIA, OH | Cleveland, OH

n/a

yes

MATTHEW WILLIAM CAMPBELL

Certified Financial Planner|Chartered Financial Consultant

NEW PHILADELPHIA, OH | MILLERSBURG, OH | Wooster, OH

n/a

yes

DOUGLAS ALAN FELLER

Certified Financial Planner|Chartered Financial Analyst

NEW PHILADELPHIA, OH | Lima, OH | DUBLIN, OH

n/a

yes

DARREN CHRISTOPHER BROOKS

n/a

Medina, OH | NEW PHILADELPHIA, OH | Avon, OH | MENTOR, OH

yes

ANTHONY R YODER

n/a

NEW PHILADELPHIA, OH | New Philadelphia, OH

n/a

yes

MATTHEW WILLIAM ANDREAS

n/a

DUBLIN, OH | NEW PHILADELPHIA, OH | Lima, OH | New Philadelphia, OH | Dublin, OH

yes

JILL ANN ISRAEL

n/a

NEW PHILADELPHIA, OH | Lima, OH | New Philadelphia, OH

yes

THOMAS WILLIAM SCHROCK

n/a

New Philadelphia, OH | Cleveland, OH | Independence, OH | Avon, OH | NEW PHILADELPHIA, OH

Max William Feller

n/a

NEW PHILADELPHIA, OH | New Philadelphia, OH

n/a

yes

Cale Ogi

n/a

Wooster, OH | MILLERSBURG, OH | NEW PHILADELPHIA, OH

n/a

Zane Edwin Parrott

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAMBECK, DOUGLAS, GRAY

CHIEF COMPLIANCE OFFICER

yes

01/2015

Mar 8, 2012

Jan 3, 2024

REA & ASSOCIATES

Owner

yes

05/1998

Mar 8, 2012

Jan 3, 2024

REA FINANCIAL SERVICES, LTD

Member

yes

07/1998

Mar 8, 2012

Jan 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

REA FINANCIAL SERVICES, LTD

n/a

City

State

Country

Employees

Also broker-dealer

Dublin

United States

yes

Independence

United States

yes

Mentor

United States

yes

Millersburg

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 16, 2026

$892M

$881M

n/a

2024

Jan 14, 2025

$807M

$798M

n/a

2023

Jan 3, 2024

$646M

$638M

n/a

2022

Jan 27, 2023

$580M

$572M

n/a

2021

Feb 15, 2022

$696M

$685M

n/a

2020

Jan 29, 2021

$609M

$597M

n/a

2019

Feb 27, 2020

$491M

$478M

n/a

2018

Feb 1, 2019

$361M

$353M

n/a

2017

Mar 13, 2018

$389M

$380M

n/a

2016

Mar 20, 2017

$324M

$322M

n/a

2015

Feb 25, 2016

$300M

$299M

n/a

2014

Jan 29, 2015

$329M

$327M

n/a

2013

Feb 26, 2014

$308M

$306M

n/a

2012

Feb 20, 2013

$273M

$270M

n/a

2011

Mar 8, 2012

$243M

$238M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$892M

$807M

10.5%

$580M

15.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EMVISION CAPITAL ADVISORS, LLC

Oct 2, 2024

Sep 24, 2025

NEW PHILADELPHIA, OH

Team lift out

RIA to new firm

20.0%