SourcingSourcing

RHEECO, INC.

C49
CRD 301106·SEC 801-132378·NATICK, MA
AUM
$119.2M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$358K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RHEECO, INC.
CRD
301106
SEC file #
801-132378
EIN
—
DBA names
—

Economics

AUM
$119.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$116.2M → $119.2M▲ +3%
Client mix
Individuals Other288
Individuals High Net Worth30

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
NATICK MA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
rhee.co

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RHEE, DAVID, YOON-HEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
RHEE, DAVID, YOON-HEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4661
Soi Zip Pct 200k Plus
0.2418
Soi Zip Returns 200k Plus
4,420
Soi Zip Total AGI
2,983,323
Census Median Hh Income
133,623
Census High Income Households
4,900
Census Median Age
42.4
Census Pop 65 66 Total
860
Census Total Households
15,466
Census NAICS 523930 Count
4
Fdic Zip Total Deposits
32,188,909,000
Fdic Zip Branch Count
325
Fdic Zip Top Banks
Middlesex Savings Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
2
Bc Firm IAR Count
2
Census Bachelors Plus Count
8,891
Census Median Home Value
709,100
Census NAICS 523930 Employees
0
Census Unemployed Count
655
Census Zip
01760
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Fdic Zip Branches Raw
USTrustNatick, MA
USTrustNatick, MA
Fdic Zip HHI
1915.81
Fdic Zip Top Bank Share Pct
37.61
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI38,758
Returns3,720
Stub 2
AGI82,808
Returns2,210
Stub 3
AGI130,603
Returns2,110
Soi Zip Total Business Income
118,230
Soi Zip Total Cap Gains
201,260
Soi Zip Total Dividends
84,029
Soi Zip Total Returns
18,280
Top Owner CRD
4729106
Trust Company Affiliate
No

People (2)

2
RHEE, DAVID, YOON-HEE
IAR · Direct Owner · 87.5%
4729106
Peichi Lo
IAR
7559457