SourcingSourcing

REES WEALTH MANAGEMENT, LLC

B59
CRD 335458·SEC 801-132855·SARASOTA, FL
AUM
$115.7M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$347K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REES WEALTH MANAGEMENT, LLC
CRD
335458
SEC file #
801-132855
EIN
—
DBA names
Cambria Wealth Management

Economics

AUM
$115.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$112.9M → $115.7M▲ +2%
Client mix
Individuals Other62
Individuals High Net Worth43

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
SARASOTA FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/cambriawealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Rees, Justin, David
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Rees, Justin, David
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
fallback_guess:rees.com

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
0.5175
Soi Zip Pct 200k Plus
0.3296
Soi Zip Returns 200k Plus
2,630
Soi Zip Total AGI
4,241,048
Fdic Zip Total Deposits
114,565,876,000
Fdic Zip Branch Count
898
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Sarasota, FL
Republic BankSarasota, FL
Fdic Zip HHI
424.38
Fdic Zip Top Bank Share Pct
12.44
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,090
Returns1,350
Stub 2
AGI39,811
Returns1,080
Stub 3
AGI48,936
Returns800
Soi Zip Total Business Income
95,960
Soi Zip Total Cap Gains
1,317,705
Soi Zip Total Dividends
420,810
Soi Zip Total Returns
7,980
Top Owner CRD
5570895
Trust Company Affiliate
No

People (1)

1
Rees, Justin, David
IAR · Direct Owner · 87.5%
5570895