SourcingSourcing

REH WEALTH ADVISORS LLC

B59
CRD 153826·SEC 801-131406·RALEIGH, NC
AUM
$110.5M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$331K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REH WEALTH ADVISORS LLC
CRD
153826
SEC file #
801-131406
EIN
—
DBA names
—

Economics

AUM
$110.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$99.8M → $110.5M▲ +11%
Client mix
Individuals High Net Worth39
Individuals Other30

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
RALEIGH NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/20/2026
ADV-W filed at
—
Website
investwithsteve.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REH, STEPHEN, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
REH, STEPHEN, THOMAS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVESTWITHSTEVE.COM
Rdap Domain Creation Date
2010-05-14T03:03:41Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-14T03:03:41Z
Rdap Domain Last Changed
2026-05-14T14:40:53Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4716256
Trust Company Affiliate
No

People (1)

1
REH, STEPHEN, THOMAS
IAR · Direct Owner · 87.5%
4716256