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
Cambria Wealth Management
Legal name Rees Wealth Management, LLC
Latest filing Mar 24, 2026
First filing on the tape May 28, 2025 · 3 filings
SEC status approved since May 28, 2025
RAUM
$116M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$115M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$57.9M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$116M as of Mar 24, 2026
May 28, 2025$0 then
HNW client RAUM$94.7M as of Mar 24, 2026
Aug 20, 2025$92.7M then
State-registered IARs (5.B.3)1 as of Mar 24, 2026
May 28, 20251 then
Employees (5.A)2 as of Mar 24, 2026
May 28, 20253 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 24, 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
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $57.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 53derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $367,413derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$94.7M82%
- Individuals$20.6M18%
- Charitable organizations$450,0000.4%
- Individual clients
- 62reported
- HNW clients
- 43reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 315reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- 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
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Justin David ReesCertified Financial Planner | Sarasota, Fl | Jun 13, 2025 | 17 y | 3 |
| Roman SpearCertified Financial Planner | Sarasota, Fl | Jul 10, 2026 | 12 y | 4 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Roman Spear from Charles Schwab & Co., Inc.Jul 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Justin David Rees from Avantax Advisory ServicesJun 13, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- David Justin Rees · Managing Member And Ccocontrolsince 09/2020 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Sarasota, Fl · principal | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 298 to 315Aug 20, 2025 to Mar 24, 2026
- HNW clients · 44 to 43Aug 20, 2025 to Mar 24, 2026
- Individual clients · 63 to 62Aug 20, 2025 to Mar 24, 2026
- Employees · 3 to 2Aug 20, 2025 to Mar 24, 2026
- Discretionary RAUM · $113M to $116MAug 20, 2025 to Mar 24, 2026
- HNW RAUM · $92.7M to $94.7MAug 20, 2025 to Mar 24, 2026
- Individual RAUM · $19.8M to $20.6MAug 20, 2025 to Mar 24, 2026
- RAUM · $113M to $116MAug 20, 2025 to Mar 24, 2026
- Accounts · 0 to 298May 28, 2025 to Aug 20, 2025
- HNW clients · unset to 44.0May 28, 2025 to Aug 20, 2025
- Individual clients · unset to 63.0May 28, 2025 to Aug 20, 2025
- Financial planning clients · 0 to 0May 28, 2025 to Aug 20, 2025
- Discretionary RAUM · $0 to $113MMay 28, 2025 to Aug 20, 2025
- HNW RAUM · unset to 92667000.0May 28, 2025 to Aug 20, 2025
- Individual RAUM · unset to 19835000.0May 28, 2025 to Aug 20, 2025
- RAUM · $0 to $113MMay 28, 2025 to Aug 20, 2025
Signals
No event on the tape.
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
- info@cambriawealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 941-297-0074reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 941-444-1120reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/cambriawealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- cambriawealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (941) 444-1120reportedpublic record, Form ADV, Mar 24, 2026
- Team page
- cambriawealth.com/meet-the-teamreportedpublished 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
- $57.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026