INVESTMENT PARTNERS LTD

CRD

108913

SEC file #

801-55069

EIN

000000000

DBA names

Rea Wealth Management

Economics

AUM

$892.3M

AUM band

$500M-$1B

AUM trajectory

'20 · $361.2M

'21 · $609.0M

'22 · $695.8M

'23 · $695.8M

'25 · $807.5M

'26 · $892.3M

'20'26

$361.2M → $892.3M▲ +147%

sec adv history

Client mix

Individuals Other	705
Individuals High Net Worth	185
Corporations	33
Pension Profit Sharing Plans	12
Charitable Organizations	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 11 advisors

'21 · 11 advisors

'22 · 12 advisors

'23 · 12 advisors

'25 · 11 advisors

'26 · 11 advisors

'20'26

11 advisors → 11 advisors▬ 0%

sec adv history

Primary office

NEW PHILADELPHIA OH

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUMHourly charges

Filings

Latest ADV filing

01/16/2026

ADV-W filed at

—

Website

invp.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

REA FINANCIAL SERVICES, LTD

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

REA FINANCIAL SERVICES, LTD

BAMBECK, DOUGLAS, GRAY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

INVP.COM

Rdap Domain Creation Date

1998-11-02T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001621232

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2014-10-03

Edgar Last Filing Date

2025-09-11

Edgar Form D Count

Edgar Form D Offerings

2025-09-112025-09-11 · 0001405086-25-000248

2024-09-112024-09-11 · 0001405086-24-000222

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1532

Soi Zip Pct 200k Plus

0.0275

Soi Zip Returns 200k Plus

330

Soi Zip Total AGI

806,639

Fdic Zip Total Deposits

10,548,136,000

Fdic Zip Branch Count

319

Fdic Zip Top Banks

The Huntington National Bank

JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

1407 YONGE STREETSUITE 500TORONTO, A6, M4T 1Y7

Business

1407 YONGE STREETSUITE 500TORONTO, A6, M4T 1Y7

Edgar EIN

000000000

Edgar Recent Filings

D/A2025-09-11 · 0001405086-25-000248

D/A2024-09-11 · 0001405086-24-000222

Fdic Zip Branches Raw

The Citizens-State Bank of StrasburgNew Philadelphia, OH

Belmont National BankNew Philadelphia, OH

Fdic Zip HHI

1435.68

Fdic Zip Top Bank Share Pct

33.05

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2030-11-01T04:00:00Z

Rdap Domain Last Changed

2025-10-23T06:41:19Z

Rdap Nameservers

Ns1.commonwealth.comNs2.commonwealth.comNs3.commonwealth.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	43,278
Returns	3,420

Stub 2

AGI	124,511
Returns	3,360

Stub 3

AGI	132,591
Returns	2,170

Soi Zip Total Business Income

20,461

Soi Zip Total Cap Gains

30,899

Soi Zip Total Dividends

12,999

Soi Zip Total Returns

12,010

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