DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Rea Wealth Management
Legal name Investment Partners Ltd
Latest filing May 29, 2026
First filing on the tape Mar 8, 2012 · 46 filings
SEC status approved since Nov 21, 1997
RAUM
$892M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
93%
$830M individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$81.1M
derived; firm RAUM over IAPD count
Employees
20
11 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$892M as of May 29, 2026
Mar 8, 2012$243M then
HNW client RAUM$619M as of May 29, 2026
Mar 13, 2018$185M then
State-registered IARs (5.B.3)11 as of May 29, 2026
Mar 8, 20120 then
Employees (5.A)20 as of May 29, 2026
Feb 20, 201316 then
Private funds: no history
RAUM +11% over the last fiscal year+15% a year over threeIARs 11 to 11offices 4 to 7
Practice profile
derived from the filing of May 29, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $81.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 81derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $490,805derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 1.4derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.8%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Wrap fee program
- $264MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$619M69%
- Individuals$211M24%
- Corporations and businesses$46.8M5.2%
- Pension and profit-sharing plans$13.0M1.5%
- Charitable organizations$2.5M0.3%
- Individual clients
- 705reported
- HNW clients
- 185reported
- Pension plan clients
- 12reported
- Charitable clients
- 3reported
- Accounts
- 1,818reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=9.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Douglas Gray Bambeck | New Philadelphia, Oh | Jan 1, 2000 | 28 y | 0 |
| Matthew William CampbellCertified Financial Planner, Chartered Financial Consultant | New Philadelphia, Oh | Mar 26, 2001 | 26 y | 0 |
| Douglas Alan FellerCertified Financial Planner, Chartered Financial Analyst | New Philadelphia, Oh | Feb 24, 2005 | 24 y | 0 |
| Darren Christopher Brooks | Medina, Oh | Nov 6, 2006 | 30 y | 1 |
| Anthony R Yoder | New Philadelphia, Oh | Oct 15, 2015 | 11 y | 0 |
| Matthew William Andreas | Dublin, Oh | Jun 23, 2017 | 27 y | 2 |
| Jill Ann Israel | New Philadelphia, Oh | Feb 19, 2019 | 21 y | 1 |
| Thomas William Schrock | New Philadelphia, Oh | Jun 27, 2019 | 27 y | 1 |
| Max William Feller | New Philadelphia, Oh | Dec 2, 2022 | 16 y | 0 |
| Cale Ogi | Wooster, Oh | Sep 21, 2023 | 11 y | 0 |
| Zane Edwin Parrott | Streetsboro, Oh | Nov 12, 2025 | 14 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Robert J Swindaman to Emvision Capital Advisors, LLCOct 2, 2024 · RIA to a newly registered adviser
- Stephen Neil Frank to Emvision Capital Advisors, LLCOct 2, 2024 · RIA to a newly registered adviser
- Jarrod Dean Hart to Vantage Financial Partners, LLCNov 18, 2022 · RIA to RIA
- Jamie Paul Menges to Pds Planning IncFeb 20, 2013 · Other
- Ryan C Olds to Securities America Advisors, Inc.Dec 23, 2010 · Other
- Gregory Rongone Robb to Wells Fargo AdvisorsMar 16, 2005 · Other
Joined, latest
- Jarrod Dean Hart from Commonwealth Financial NetworkSep 12, 2021 · Affiliated broker-dealer or bank to independent RIA
- Ryan C Olds from Commonwealth Financial NetworkAug 9, 2007 · Other
- Jamie Paul Menges from Commonwealth Financial NetworkJul 12, 2007 · Other
- Gregory Rongone Robb from Commonwealth Financial NetworkJan 2, 2002 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Emvision Capital Advisors, LLCOct 2, 2024 · New Philadelphia, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Gray Douglas Bambeck · Chief Compliance Officercontrolsince 01/2015 · owns less than 5%
Entity owners
- Rea Financial Services, Ltd · Memberdirect · owns 75% or more
- Rea & Associates · Ownerindirect · owns 75% or more of Rea Financial Services, Ltd
Related persons
Schedule D 7.A
- Rea Financial Services, LtdinsuranceLP sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New Philadelphia, Oh · principal | 11 | 1 | 0 | ||
| Dublin, Oh | 2 | 0 | 0 | ||
| Mentor, Oh | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Dublin, OH4 employees
- Independence, OH1 employees
- Mentor, OH1 employees
- Millersburg, OH1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count surgeChange between filings · filing Jan 16, 2026offices other than the principal office (Item 1.F.5) moved from 4.0 to 7.0 (+75.0%) between the annual amendments of 2025-01-14 and 2026-01-16; the peer median change was 0.0% (233 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $500M to $1B (233) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 1,738 to 1,818Sep 17, 2025 to Jan 16, 2026
- Charity clients · 4 to 3Sep 17, 2025 to Jan 16, 2026
- Corporate clients · 28 to 33Sep 17, 2025 to Jan 16, 2026
- HNW clients · 163 to 185Sep 17, 2025 to Jan 16, 2026
- Individual clients · 711 to 705Sep 17, 2025 to Jan 16, 2026
- Assets in custody · $216M to $203MSep 17, 2025 to Jan 16, 2026
- Employees · 19 to 20Sep 17, 2025 to Jan 16, 2026
- Other offices · 4 to 7Sep 17, 2025 to Jan 16, 2026
- Discretionary RAUM · $798M to $881MSep 17, 2025 to Jan 16, 2026
- HNW RAUM · $545M to $619MSep 17, 2025 to Jan 16, 2026
- Individual RAUM · $207M to $211MSep 17, 2025 to Jan 16, 2026
- Non-discretionary RAUM · $9.7M to $11.3MSep 17, 2025 to Jan 16, 2026
- Pension RAUM · $13.7M to $13.0MSep 17, 2025 to Jan 16, 2026
- RAUM · $807M to $892MSep 17, 2025 to Jan 16, 2026
- Accounts · 1,702 to 1,738Jan 3, 2024 to Jan 14, 2025
- BD registered reps · 10 to 9Jan 3, 2024 to Jan 14, 2025
- Business name · INVESTMENT PARTNERS LTD to REA WEALTH MANAGEMENTJan 3, 2024 to Jan 14, 2025
- Corporate clients · 30 to 28Jan 3, 2024 to Jan 14, 2025
- HNW clients · 125 to 163Jan 3, 2024 to Jan 14, 2025
- Individual clients · 761 to 711Jan 3, 2024 to Jan 14, 2025
- Pension plan clients · 18 to 12Jan 3, 2024 to Jan 14, 2025
- Assets in custody · $182M to $216MJan 3, 2024 to Jan 14, 2025
- Employees · 20 to 19Jan 3, 2024 to Jan 14, 2025
- Financial planning clients · 101-250 to 101-250Jan 3, 2024 to Jan 14, 2025
- Discretionary RAUM · $638M to $798MJan 3, 2024 to Jan 14, 2025
- HNW RAUM · $395M to $545MJan 3, 2024 to Jan 14, 2025
- Individual RAUM · $196M to $207MJan 3, 2024 to Jan 14, 2025
- Non-discretionary RAUM · $7.9M to $9.7MJan 3, 2024 to Jan 14, 2025
- Pension RAUM · $15.5M to $13.7MJan 3, 2024 to Jan 14, 2025
- RAUM · $646M to $807MJan 3, 2024 to Jan 14, 2025
- Accounts · 1,693 to 1,702Nov 10, 2023 to Jan 3, 2024
- Corporate clients · 21 to 30Nov 10, 2023 to Jan 3, 2024
- HNW clients · 144 to 125Nov 10, 2023 to Jan 3, 2024
- Individual clients · 709 to 761Nov 10, 2023 to Jan 3, 2024
- Pension plan clients · 26 to 18Nov 10, 2023 to Jan 3, 2024
- Assets in custody · unset to 181586708.0Nov 10, 2023 to Jan 3, 2024
- Employees · 19 to 20Nov 10, 2023 to Jan 3, 2024
- Financial planning clients · 0 to 101-250Nov 10, 2023 to Jan 3, 2024
- Discretionary RAUM · $572M to $638MNov 10, 2023 to Jan 3, 2024
- HNW RAUM · $358M to $395MNov 10, 2023 to Jan 3, 2024
Signals
6 dated events
- Robert J Swindaman left Rea Wealth Management for Emvision Capital Advisors, Llc (registered 2025-09-24)Oct 2, 2024 · Advisor changed firm · fact
- Stephen Neil Frank left Rea Wealth Management for Emvision Capital Advisors, Llc (registered 2025-09-24)Oct 2, 2024 · Advisor changed firm · fact
- 2 advisors left Rea Wealth Management (New Philadelphia, OH) for Emvision Capital Advisors, LLC on the same dayOct 2, 2024 · Team lift-out · derived
- 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)Jan 27, 2023 · Control person left · inference
- Jarrod Dean Hart left Rea Wealth Management for Vantage Financial Partners, Llc (registered 2023-01-17)Nov 18, 2022 · Advisor changed firm · fact
- Rea Wealth Management reported RAUM $490.6M, up 36% from $361.2M (2019-12-11 to 2020-02-27)Feb 27, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- advisor@reawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- azahner@reawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- hmilburn@reawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- kevans@reawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- kwallick@reawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- lfox@reawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- lschura@reawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- tgallion@reawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 216-573-9029reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 330-308-9707reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 330-674-5070reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/invpreportedpublic record, Form ADV, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $81.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026