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.
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SEC-registered adviser
R•••• W••••• A•••••••• I•••
Latest filing Mar 19, 2026
First filing on the tape Jan 26, 2022 · 12 filings
SEC status approved since Feb 25, 2022
RAUM
$524M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$524M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$105M
derived; firm RAUM over IAPD count
Employees
15
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$524M as of Mar 19, 2026
Feb 27, 2023$347M then
HNW client RAUM$451M as of Mar 19, 2026
Feb 27, 2023$273M then
State-registered IARs (5.B.3)5 as of Mar 19, 2026
Feb 27, 20234 then
Employees (5.A)15 as of Mar 19, 2026
Feb 27, 202311 then
Private funds: no history
RAUM +18% over the last fiscal year+15% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 19, 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
- RAUM per advisor
- $105MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 49derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $597,964derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $175M, 223 clientsreportedItem 9.A
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$451M86%
- Individuals$73.2M14%
- Individual clients
- 110reported
- HNW clients
- 137reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 877reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $175M for 223 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••••• E•••••••••Certified Financial Planner | Indianapolis, In | Jun 29, 2005 | 18 y | 0 |
| M••••••• M••••• G•••••Certified Financial Planner | Indianapolis, In | Jun 14, 2018 | 19 y | 3 |
| T•••••• A•• W••••••• | Indianapolis, In | Nov 10, 2020 | 11 y | 0 |
| K••• R••• M•••••Certified Financial Planner | Indianapolis, In | Feb 17, 2023 | 15 y | 1 |
| S•••• M•••••• F•••• | Indianapolis, In | Mar 19, 2024 | 12 y | 2 |
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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- S•••• M•••••• F•••• from C•••••• C••••• G••••• I•••Mar 19, 2024 · Other
- K••• R••• M••••• from B••••• F•••••••• S•••••••••Feb 17, 2023 · Other
- M••••••• M••••• G••••• from S••••• W••••• A•••••••• I•••Jun 14, 2018 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- E••••• G•••••• J••••••• · Presidentcontrolsince 03/2008 · owns 75% or more
- W•••••••• T••••••• A•• · Director Of Investment Operations/Chief Compliance Officercontrolsince 01/2021 · owns less than 5%
Related persons
Schedule D 7.A
- S•••••• E••••••••• T•• A•••••••• I•••insurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Indianapolis, In · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 19, 2026discretionary share of RAUM of 0% against a peer median of 99% (1482 comparable advisers, 0.0th percentile, 33.5 robust deviations)peers: independent wealth managers, $500M to $1B (1,482) · 0.0% percentile
- high employee count relative to advisorsStatic outlier · filing Mar 19, 2026employees per registered advisor of 3.0 against a peer median of 1.4 (950 comparable advisers, 98.0th percentile, 4.0 robust deviations)peers: independent wealth managers, $500M to $1B (950) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 873 to 877Oct 31, 2025 to Jan 29, 2026
- Advisory activities · 3 to 2Oct 31, 2025 to Jan 29, 2026
- HNW clients · 117 to 137Oct 31, 2025 to Jan 29, 2026
- Individual clients · 130 to 110Oct 31, 2025 to Jan 29, 2026
- Assets in custody · $145M to $175MOct 31, 2025 to Jan 29, 2026
- Employees · 14 to 15Oct 31, 2025 to Jan 29, 2026
- HNW RAUM · $364M to $451MOct 31, 2025 to Jan 29, 2026
- Individual RAUM · $81.6M to $73.2MOct 31, 2025 to Jan 29, 2026
- Non-discretionary RAUM · $445M to $524MOct 31, 2025 to Jan 29, 2026
- RAUM · $445M to $524MOct 31, 2025 to Jan 29, 2026
- Related insurance company · false to trueOct 31, 2025 to Jan 29, 2026
- Advisory activities · 2 to 3Aug 12, 2025 to Oct 31, 2025
- Business name · W••••• E••••••••• F•••••••• A•••••••• I••• to R•••• W••••• A•••••••• I•••Aug 12, 2025 to Oct 31, 2025
- Employees · 13 to 14Aug 12, 2025 to Oct 31, 2025
- Legal name · W••••• E••••••••• F•••••••• A•••••••• I••• to R•••• W••••• A•••••••• I•••Aug 12, 2025 to Oct 31, 2025
- Related insurance company · true to falseAug 12, 2025 to Oct 31, 2025
- Accounts · 891 to 873Feb 26, 2024 to Feb 13, 2025
- Advisory employees · 9 to 11Feb 26, 2024 to Feb 13, 2025
- HNW clients · 120 to 117Feb 26, 2024 to Feb 13, 2025
- Individual clients · 135 to 130Feb 26, 2024 to Feb 13, 2025
- Assets in custody · $317M to $145MFeb 26, 2024 to Feb 13, 2025
- Employees · 11 to 13Feb 26, 2024 to Feb 13, 2025
- Financial planning clients · 251-500 to 251-500Feb 26, 2024 to Feb 13, 2025
- State-registered IARs · 4 to 5Feb 26, 2024 to Feb 13, 2025
- HNW RAUM · $327M to $364MFeb 26, 2024 to Feb 13, 2025
- Individual RAUM · $76.3M to $81.6MFeb 26, 2024 to Feb 13, 2025
- Non-discretionary RAUM · $404M to $445MFeb 26, 2024 to Feb 13, 2025
- RAUM · $404M to $445MFeb 26, 2024 to Feb 13, 2025
- Accounts · 883 to 891Dec 5, 2023 to Feb 26, 2024
- HNW clients · 108 to 120Dec 5, 2023 to Feb 26, 2024
- Individual clients · 144 to 135Dec 5, 2023 to Feb 26, 2024
- Assets in custody · $299M to $317MDec 5, 2023 to Feb 26, 2024
- HNW RAUM · $273M to $327MDec 5, 2023 to Feb 26, 2024
- Individual RAUM · $74.1M to $76.3MDec 5, 2023 to Feb 26, 2024
- Non-discretionary RAUM · $347M to $404MDec 5, 2023 to Feb 26, 2024
- RAUM · $347M to $404MDec 5, 2023 to Feb 26, 2024
- Accounts · 832 to 883Apr 12, 2022 to Feb 27, 2023
- Advisory employees · 8 to 9Apr 12, 2022 to Feb 27, 2023
- HNW clients · 117 to 108Apr 12, 2022 to Feb 27, 2023
- Individual clients · 125 to 144Apr 12, 2022 to Feb 27, 2023
Signals
1 dated events
- W••••• E••••••••• F•••••••• A•••••••• I••• filed its initial SEC registration (Form ADV)Jan 26, 2022 · First SEC registration · fact
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 phone
- 317-872-5090reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 317-872-5095reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 855-872-5090reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/reifywealthadvisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- reifywealthadvisors.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 317-872-5090reportedpublic record, Form ADV, Mar 19, 2026
- Contact form
- reifywealthadvisors.com/contact-usreportedpublished by the firm, firm site, Sep 16, 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
- $105Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026