SourcingSourcing

REICON WEALTH ADVISORS, LLC

B50
CRD 315043·SEC 801-128295·ATLANTA, GA
AUM
$220.1M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$660K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REICON WEALTH ADVISORS, LLC
CRD
315043
SEC file #
801-128295
EIN
862217939
DBA names
—

Economics

AUM
$220.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$189.8M → $220.1M▲ +16%
Client mix
Individuals High Net Worth27
Individuals Other25
Charitable Organizations5
Pooled Investment Vehicles2

Operations

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

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
reiconwealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATHIESON VENTURES, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
MATHIESON VENTURES, LLC
TJD VENTURES, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
REICONWEALTHADVISORS.COM
Rdap Domain Creation Date
2021-02-08T16:54:35Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001888847
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-30
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001398344-26-008791

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
3166 MATHIESON DRIVESUITE 200ATLANTA, GA 30305
Business
3166 MATHIESON DRIVESUITE 200ATLANTA, GA 30305
Edgar EIN
862217939
Edgar Recent Filings
13F-HR2026-05-08 · 0001398344-26-008791
13F-HR2026-01-30 · 0001398344-26-001728
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-08T16:54:35Z
Rdap Domain Last Changed
2026-02-09T18:07:58Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
DAVIES, THEODORE, JOSEPH
IAR · Executive Officer · 2.5%
2389710
DOUGLASS, STEPHANIE, BUSUTTIL
IAR · Executive Officer · 2.5%
3119098
FUNSTON, REID, THOMAS
IAR · Executive Officer · 2.5%
2319236
Justin Reid Ostrowski
IAR
8025506
JOSEPH PATRICK BOGLE
IAR
7887546