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
Rehmann Wealth
Legal name Rehmann Capital Advisory Group, LLC
Latest filing Sep 2, 2026
First filing on the tape Dec 20, 2011 · 40 filings
SEC status approved since Aug 16, 2005
RAUM
$5.3B
reported, Item 5.F
Discretionary
76%
of RAUM
Private clients
64%
$3.4B individuals and HNW
Advisors
41
registered through the firm on IAPD
RAUM per advisor
$129M
derived; firm RAUM over IAPD count
Employees
39
39 advisory (5.B.1)
Offices
13
beyond the principal office
Private funds
0
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$5.3B as of Mar 30, 2026
Mar 29, 2012$1.2B then
HNW client RAUM$3.2B as of Mar 30, 2026
Mar 28, 2018$294M then
State-registered IARs (5.B.3)31 as of Mar 30, 2026
Mar 28, 201341 then
Employees (5.A)39 as of Mar 30, 2026
Mar 28, 201345 then
Private funds: no history
RAUM +23% over the last fiscal year+20% a year over threeIARs 30 to 31
Practice profile
derived from the filing of Sep 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $129MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 53derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $875,618derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 76%derivedof RAUM
- Institutional
- 30%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.9derived14 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- +3.3%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -11%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- 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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.2B60%
- Pension and profit-sharing plans$1.5B28%
- Corporations and businesses$321M6.1%
- Individuals$228M4.3%
- Charitable organizations$109M2.1%
- Insurance companies$414,0000.0%
- Individual clients
- 1,063reported
- HNW clients
- 1,123reported
- Pension plan clients
- 267reported
- Charitable clients
- 13reported
- Accounts
- 6,020reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.64 fund_share=0.0 institutional_share=0.3 related_bd=true related_bank=false bd_reps=23.0derived
Advisors registered through the firm
41 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey PhillipsChartered Financial Analyst | Vero Beach, Fl | Jul 2, 2007 | 21 y | 0 |
| Thomas WigginsCertified Financial Planner | Detroit, Mi | Sep 18, 2009 | 19 y | 1 |
| Douglas Allen BarberCertified Financial Planner | Ann Arbor, Mi | Apr 15, 2010 | 34 y | 0 |
| Gerald John Wernette | Lansing, Mi | Apr 21, 2010 | 42 y | 0 |
| Luke Terry | Lansing, Mi | May 10, 2010 | 26 y | 0 |
| James Joseph Gracik | Tawas City, Mi | May 18, 2010 | 28 y | 0 |
| Derrek John KlimekCertified Financial Planner | Grand Rapids, Mi | May 26, 2010 | 22 y | 2 |
| Keith Douglas HarderCertified Financial Planner | Troy, Mi | Jun 4, 2010 | 28 y | 0 |
| Ronald Lewis KnippingCertified Financial Planner | Lansing, Mi | Jun 4, 2010 | 32 y | 0 |
| Ryan SullivanCertified Financial Planner | Lansing, Mi | Jun 11, 2010 | 24 y | 0 |
| Kristopher Mitchell Burak | Lansing, Mi | Nov 10, 2010 | 24 y | 0 |
| Jay Brant BergerCertified Financial Planner | Traverse City, Mi | Nov 12, 2010 | 32 y | 1 |
| Jeannette Michelle Monroe | Lansing, Mi | Aug 4, 2011 | 23 y | 5 |
| Nicole Anne Spitzley | Lansing, Mi | Jan 9, 2013 | 18 y | 1 |
| Adam Kristjan Garvey | Grand Rapids, Mi | Oct 2, 2013 | 15 y | 1 |
| Simon MicakajCertified Financial Planner | Troy, Mi | Jun 29, 2016 | 10 y | 0 |
| Joseph John Zaiter | Saginaw, Mi | Aug 3, 2017 | 22 y | 3 |
| Ryan Philip Hammis | Lansing, Mi | Mar 31, 2020 | 11 y | 0 |
| Scott WesleyCertified Financial Planner, Personal Financial Specialist | Tawas City, Mi | Oct 25, 2021 | 12 y | 1 |
| David C Cook | Lansing, Mi | Jan 6, 2022 | 11 y | 0 |
| Jalen GarrettCertified Financial Planner | Lansing, Mi | Jan 10, 2023 | 10 y | 4 |
| Tyler WeirCertified Financial Planner | Ann Arbor, Mi | Jan 24, 2023 | 12 y | 0 |
| Max WellingerChartered Financial Analyst | Troy, Mi | May 11, 2023 | 14 y | 1 |
| William Lewis LazarCertified Financial Planner | Lansing, Mi | Apr 2, 2024 | 10 y | 1 |
| David Alan LadomerCertified Financial Planner | Lansing, Mi | Apr 16, 2024 | 11 y | 1 |
| Lisa Maria Lamb | Lansing, Mi | Jul 24, 2024 | 29 y | 4 |
| Colin LennoxCertified Financial Planner | Troy, Mi | Jul 24, 2024 | 12 y | 1 |
| Travis Raymond Terhaar | Lansing, Mi | Dec 2, 2024 | 10 y | 0 |
| Steven M GibsonChartered Financial Analyst | Ann Arbor, Mi | Jan 1, 2025 | 18 y | 1 |
| James Patrick RussellCertified Financial Planner | Stuart, Fl | Jan 1, 2025 | 23 y | 2 |
| Basam Mushtaq Malik | Lansing, Mi | Jan 2, 2025 | 14 y | 0 |
| David Andrew Savage | Vero Beach, Fl | Jan 6, 2025 | 25 y | 1 |
| Mark Andrew MeyersCertified Financial Planner, Chartered Financial Consultant | Lansing, Mi | Jan 6, 2025 | 18 y | 3 |
| Marla Ruth Masters | Grand Rapids, Mi | Jan 6, 2025 | 17 y | 0 |
| Molly Anne Brueggeman | Detroit, Mi | Jan 30, 2025 | 11 y | 1 |
| Adam BrendersCertified Financial Planner | Lansing, Mi | May 7, 2025 | 10 y | 1 |
| Collin Steinhauer | Ann Arbor, Mi | Jan 21, 2026 | 10 y | 1 |
| William Donald Blank | Troy, Mi | Apr 22, 2026 | 14 y | 4 |
| Riley Lewis | Lansing, Mi | Apr 29, 2026 | 10 y | 0 |
| Michael G. Brodowicz | Troy, Mi | May 18, 2026 | 11 y | 4 |
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 2.4% of current headcount3 left over 36 months
Left, latest
- Theotime Ruddy Raniery Desmulier to Schwab Wealth Advisory, Inc.Nov 5, 2025 · Other
- Benjamin Duane Bontrager to Washington Avenue AdvisorsMar 13, 2024 · RIA to RIA
- Matthew Billitti to Edward JonesDec 4, 2023 · RIA to affiliated broker-dealer or bank
- Joseph Olekszyk to Q3 Asset Management CorporationMar 27, 2023 · RIA to RIA
- Avery Joseph Hasenauer to Integrated Investment Consultants, LLCJul 26, 2022 · RIA to RIA
- Jason Allen Baum to MarinerJul 26, 2022 · RIA to affiliated broker-dealer or bank
- Robert Joseph Samrah to Gfp Private WealthAug 9, 2021 · RIA to RIA
- Ethan Albert Anderson to Raymond James Financial Services Advisors, IncSep 27, 2019 · RIA to affiliated broker-dealer or bank
- Jennifer Rae Baldini to Raymond James Financial Services Advisors, IncSep 27, 2019 · RIA to affiliated broker-dealer or bank
- Lindsay Fitzpatrick to Old Mission Investment Company, LLCMar 25, 2019 · RIA to RIA
- Paul Melvin Abendroth to D.B. Root & Company, LLCDec 31, 2017 · Other
- Ryan Nicholas Borucki to D.B. Root & Company, LLCDec 31, 2017 · Other
- Daniel K Palmer to Commonwealth Financial NetworkDec 31, 2017 · Other
- Brett Jackson to SpcAug 29, 2017 · Other
- Brenden Arnold Stephenson to Cetera Investment Advisers LLCJun 15, 2017 · Other
Joined, latest
- Michael G. Brodowicz from Golden Reserve Retirement, LLCMay 18, 2026 · RIA to RIA
- William Donald Blank from LPL Financial LLCApr 22, 2026 · Affiliated broker-dealer or bank to independent RIA
- Adam Brenders from Plante Moran Financial AdvisorsMay 7, 2025 · RIA to RIA
- Molly Anne Brueggeman from Plante Moran Financial AdvisorsJan 30, 2025 · RIA to RIA
- David Andrew Savage from Truist Advisory Services, Inc.Jan 6, 2025 · Affiliated broker-dealer or bank to independent RIA
- Mark Andrew Meyers from Citizens Private WealthJan 6, 2025 · RIA to RIA
- James Patrick Russell from LPL Financial LLCJan 1, 2025 · Other
- Steven M Gibson from Plante Moran Financial AdvisorsJan 1, 2025 · RIA to RIA
- Colin Lennox from Plante Moran Financial AdvisorsJul 24, 2024 · RIA to RIA
- Lisa Maria Lamb from Nationwide Investment Advisors, LLCJul 24, 2024 · Affiliated broker-dealer or bank to independent RIA
- David Alan Ladomer from Plante Moran Financial AdvisorsApr 16, 2024 · RIA to RIA
- William Lewis Lazar from Plante Moran Financial AdvisorsApr 2, 2024 · RIA to RIA
- Max Wellinger from Plante Moran Financial AdvisorsMay 11, 2023 · RIA to RIA
- Jalen Garrett from Sgh Wealth ManagementJan 10, 2023 · RIA to RIA
- Theotime Ruddy Raniery Desmulier from Raymond James Financial Services Advisors, IncSep 27, 2022 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Raymond James Financial Services Advisors, IncSep 27, 2019 · Lansing, Mi
- 2 left for D.B. Root & Company, LLCDec 31, 2017 · Lansing, Mi
- 3 left for Equitable Advisors, LLCApr 12, 2016 · Lansing, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- E Amy Flourry · Chief Operations Officercontrolsince 01/2015 · owns less than 5%
- Joan Payne · Chief Financial Officercontrolsince 01/2009 · owns less than 5%
- Jeffrey Phillips · Chief Investment Officercontrolsince 01/2009 · owns less than 5%
- Anne Nicole Spitzley · Chief Compliance Opperations Officercontrolsince 01/2014 · owns less than 5%
- Ryan Sullivan · Chief Executive Officercontrolsince 01/2021 · owns less than 5%
Entity owners
- Rehmann Financial Group, LLC · Memberdirect · owns 75% or more
- Rehmann · Memberindirect · owns 50% to 75% of The Rehmann Financial Group, LLC
Related persons
Schedule D 7.A
- Rehmann Financial Network, LLCbroker-dealern
- Rehmann Insurance Group, LLCreal estaten
- Rehmann, LLCinsurancen
Advisers that list Rehmann Wealth as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lansing, Mi · principal | 39 | 3 | 0 | ||
| Troy, Mi | 11 | 2 | 0 | ||
| Grand Rapids, Mi | 6 | 0 | 0 | ||
| Vero Beach, Fl | 5 | 1 | 0 | ||
| Ann Arbor, Mi | 4 | 1 | 0 | ||
| Detroit, Mi | 3 | 0 | 0 | ||
| Saginaw, Mi | 2 | 0 | 0 | ||
| Tawas City, Mi | 2 | 0 | 0 | ||
| Traverse City, Mi | 2 | 0 | 0 | ||
| Orlando, Fl | 0 | 0 | 1 | ||
| Bonita Springs, Fl | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Grand Rapids, MI5 employees
- Troy, MI4 employees
- Stuart, FL3 employees
- Vero Beach, FL3 employees
- Ann Arbor, MI2 employees
- Saginaw, MI2 employees
- Traverse City, MI2 employees
- Tawas City, MI2 employees
- Traverse City, MI1 employees
- Detroit, MI1 employees
- Orlando, FL1 employees
- Bonita Springs, FL1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 2, 2026FLOURRY, AMY, E (CHIEF OPERATIONS OFFICER) left Schedule A between the filings of 2021-06-14 and 2026-09-02peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Financial planning clients · 51-100 to 51-100Mar 30, 2026 to Sep 2, 2026
- Succession · false to unsetMar 30, 2026 to Sep 2, 2026
- Accounts · 5,238 to 6,020Mar 31, 2025 to Mar 30, 2026
- Advisory employees · 36 to 39Mar 31, 2025 to Mar 30, 2026
- BD registered reps · 22 to 23Mar 31, 2025 to Mar 30, 2026
- Charity clients · 12 to 13Mar 31, 2025 to Mar 30, 2026
- Corporate clients · 60 to 83Mar 31, 2025 to Mar 30, 2026
- HNW clients · 752 to 1,123Mar 31, 2025 to Mar 30, 2026
- Individual clients · 1,717 to 1,063Mar 31, 2025 to Mar 30, 2026
- Pension plan clients · 262 to 267Mar 31, 2025 to Mar 30, 2026
- Assets in custody · 3034949000.0 to unsetMar 31, 2025 to Mar 30, 2026
- Custody of client assets · true to falseMar 31, 2025 to Mar 30, 2026
- Employees · 36 to 39Mar 31, 2025 to Mar 30, 2026
- State-registered IARs · 30 to 31Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.2B to $4.0BMar 31, 2025 to Mar 30, 2026
- HNW RAUM · $2.0B to $3.2BMar 31, 2025 to Mar 30, 2026
- Individual RAUM · $680M to $228MMar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $1.1B to $1.3BMar 31, 2025 to Mar 30, 2026
- Pension RAUM · $1.3B to $1.5BMar 31, 2025 to Mar 30, 2026
- RAUM · $4.3B to $5.3BMar 31, 2025 to Mar 30, 2026
- Accounts · 5,272 to 5,238Mar 29, 2024 to Mar 31, 2025
- Business name · REHMANN FINANCIAL to REHMANN WEALTHMar 29, 2024 to Mar 31, 2025
- Charity clients · 0 to 12Mar 29, 2024 to Mar 31, 2025
- Corporate clients · 116 to 60Mar 29, 2024 to Mar 31, 2025
- HNW clients · 483 to 752Mar 29, 2024 to Mar 31, 2025
- Individual clients · 1,472 to 1,717Mar 29, 2024 to Mar 31, 2025
- Pension plan clients · 339 to 262Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $2.7B to $3.0BMar 29, 2024 to Mar 31, 2025
- Financial planning clients · 26-50 to 51-100Mar 29, 2024 to Mar 31, 2025
- State-registered IARs · 27 to 30Mar 29, 2024 to Mar 31, 2025
- Other offices · 12 to 13Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.7B to $3.2BMar 29, 2024 to Mar 31, 2025
- HNW RAUM · $1.3B to $2.0BMar 29, 2024 to Mar 31, 2025
- Individual RAUM · $1.1B to $680MMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.1B to $1.1BMar 29, 2024 to Mar 31, 2025
- Pension RAUM · $1.2B to $1.3BMar 29, 2024 to Mar 31, 2025
- RAUM · $3.8B to $4.3BMar 29, 2024 to Mar 31, 2025
- Accounts · 5,142 to 5,272Nov 2, 2023 to Mar 29, 2024
- Advisory employees · 33 to 36Nov 2, 2023 to Mar 29, 2024
- BD registered reps · 26 to 22Nov 2, 2023 to Mar 29, 2024
Signals
9 dated events
- Theotime Ruddy Raniery Desmulier left Rehmann Wealth for Schwab Wealth Advisory, Inc. (registered 2025-12-08)Nov 5, 2025 · Advisor changed firm · fact
- Rehmann Wealth reported RAUM $3.8B, up 26% from $3.0B (2023-11-02 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Benjamin Duane Bontrager left Rehmann Wealth for Washington Avenue Advisors (registered 2024-09-26)Mar 13, 2024 · Advisor changed firm · fact
- Matthew Billitti left Rehmann Wealth for Edward Jones (registered 2024-02-19)Dec 4, 2023 · Advisor changed firm · fact
- Joseph Olekszyk left Rehmann Wealth for Q3 Asset Management Corporation (registered 2024-01-26)Mar 27, 2023 · Advisor changed firm · fact
- Avery Joseph Hasenauer left Rehmann Wealth for Integrated Investment Consultants, Llc (registered 2025-01-03)Jul 26, 2022 · Advisor changed firm · fact
- Jason Allen Baum left Rehmann Wealth for Mariner (registered 2022-07-29)Jul 26, 2022 · Advisor changed firm · fact
- Rehmann Wealth reported RAUM $2.5B, up 28% from $2.0B (2020-01-16 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
- Rehmann Wealth reported RAUM $2.0B, down 49% from $3.9B (2019-01-11 to 2019-03-29)Mar 29, 2019 · 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 phone
- 231-946-3230reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 866-799-9580reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- rehmann.com/solutions/wealth-planningreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 517-316-2400reportedpublic record, Form ADV, Sep 2, 2026
- Contact form
- rehmann.com/contactreportedpublished 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
- $129Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026