Reichert Wealth
Reichert Wealth is a privately held wealth management firm in Murray, Utah, offering financial planning, wealth management, and tax strategy services to individual investors and professionals across 24 U.S. states, delivered through the LPL Financial broker-dealer platform by a three-person credentialed advisory team.
- Company typePrivate
- Founded-
- HeadquartersMurray, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Reichert Wealth does
Reichert Wealth is a privately held, independently operated wealth management firm headquartered in Murray, Utah, providing financial planning, wealth management, and tax strategy services to individual investors and professionals across 24 U.S. states. The firm is led by a three-person team — founder and wealth advisor David Reichert (CFP, AWMA, APMA), wealth advisor Susan Wieck (CFP), and operations manager Steve Ranson — and operates as registered representatives of LPL Financial, a registered broker-dealer and investment advisor (member FINRA/SIPC). This partnership provides the regulatory and back-office infrastructure that enables a small team to deliver securities and advisory services across multiple jurisdictions. Distribution is relationship-led, augmented by online appointment scheduling (OnceHub) and remote advisory delivery.
The product portfolio is anchored by three core offerings — Financial Planning, Wealth Management, and Tax Strategies — supported by an extensive digital resource library that includes 50+ educational articles, videos, interactive financial calculators (retirement, Social Security, RMD, mortgage, insurance needs), weekly market commentary, and the Market Signals podcast. The website is built on the FMG Suite content platform, and content marketing functions as the primary top-of-funnel acquisition channel. Technology is generic — there are no proprietary AI, data, or platform assets — and value delivery rests entirely on the credentialed advisory team rather than on differentiated software.
The business model is fee-based advisory, with billing on an annual cadence and pricing not publicly disclosed (consistent with quote-based, custom engagement typical of wealth management). Revenue is generated through advisory fees and/or AUM-based compensation routed through LPL Financial. The firm serves a long-tail retail and professional client base, has served nearly 1,000 professionals cumulatively over 8 years, and operates from a single Utah office while serving clients nationwide. No institutional, enterprise, or anchor-customer exposure is identified.
Reichert Wealth firmographics
Firmographics- Name
- Reichert Wealth
- Legal name
- Reichert Wealth
- Website
- https://reichertwealth.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Reichert Wealth is a privately held wealth management firm in Murray, Utah, offering financial planning, wealth management, and tax strategy services to individual investors and professionals across 24 U.S. states, delivered through the LPL Financial broker-dealer platform by a three-person credentialed advisory team.
- Ownership category
- akta.pro rank
Reichert Wealth industry classification
Industry- Product category
- Wealth Management
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where Reichert Wealth is headquartered
LocationHeadquarters
- HQ city
- Murray
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Reichert Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Wealth Management & Advisory Services: Fee-based financial advisory services provided through LPL Financial, a registered investment advisor and broker-dealer. Services include financial planning, wealth management, and tax strategies. Revenue likely generated through advisory fees and/or AUM (Assets Under Management) based compensation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom wealth management and financial planning services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Reichert Wealth product offering
Product offeringCore offering
Reichert Wealth is a wealth management and financial advisory firm that provides personalized financial planning, wealth management (investment and asset management), and tax strategy services to individual clients and professionals. Securities and advisory services are delivered through the LPL Financial broker-dealer and registered investment advisor platform. The firm supplements its advisory services with educational content, financial calculators, and digital resources covering retirement, estate, insurance, and tax topics.
Product overview
Reichert Wealth is a wealth management and financial advisory firm offering a comprehensive suite of services built around three core offerings: Financial Planning, Wealth Management, and Tax Strategies. The firm enhances its advisory services with digital tools including financial calculators, educational videos, and article libraries covering retirement, estate planning, investments, insurance, and tax topics. Services are delivered through LPL Financial for securities and advisory offerings. The product portfolio includes both core advisory services and supplementary educational tools and resources designed to help clients make informed financial decisions.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning services focused on helping clients manage their wealth journey, identify dreams and goals, understand risk tolerance, and create a road map for their financial future.
- Wealth Management
- Tax Strategies
- Retirement Planning
- Estate Planning
- Insurance Planning
- Investment Advisory
Companies that use Reichert Wealth
Customer profileSegments1 record
Ideal customer profiles1 record
Reichert Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Reichert Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreSecurities and advisory services offered through LPL Financial, member FINRA/SIPC. LPL Financial serves as the broker-dealer and registered investment advisor platform, enabling Reichert Wealth to provide wealth management and advisory services to clients across approved states. This is a core distribution and regulatory partnership essential to the firm's operations.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Reichert Wealth competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Large fee-only RIA offering comprehensive financial planning, investment management, tax, and estate services to individuals and families. Comparable in service mix and individual-client focus, though operating at far greater scale and without a broker-dealer affiliation.
- LPL Financial: The independent broker-dealer and registered investment advisor platform through which Reichert Wealth operates. Directly comparable as the infrastructure and regulatory umbrella for affiliated wealth advisory practices, with thousands of similar independent advisor offices running on its platform.
- Carson Group: Wealth management firm and advisor platform supporting independent financial advisors. Comparable to Reichert Wealth as it serves individual investors through financial planning, investment management, and tax strategies delivered via affiliated advisor practices.
- Mariner Wealth Advisors: National wealth advisory firm offering financial planning, investment management, tax, and estate services to individuals. Comparable in service offering (financial planning, wealth management, tax) and target market (individuals and professionals) though at much larger scale.
- Edelman Financial Engines: Large RIA providing financial planning, investment management, and retirement advice to individuals, including workplace plan participants. Comparable in offering financial planning, retirement planning, and wealth management to individual investors through credentialed advisors.
- Cambridge Investment Research: Independent broker-dealer serving financial advisors who operate their own wealth management practices. Comparable to Reichert Wealth as it provides the same platform model that lets independent advisors offer comprehensive financial planning and investment advisory services.
- Cetera Financial Group: Network of independent broker-dealer and RIA firms supporting wealth advisors. Comparable in structure: independent financial advisors operating under a larger broker-dealer/RIA umbrella, providing financial planning, retirement, and wealth management to individual clients.
- Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting a network of small-to-mid-size wealth advisory practices. Directly comparable to Reichert's LPL-affiliated model in that it hosts independent advisors who deliver financial planning and wealth management under its regulatory and technology umbrella.
- Fisher Investments: Large investment management firm primarily serving high-net-worth individuals and wealthy professionals. Comparable in targeting affluent professionals for portfolio management and retirement/wealth planning, though operating at substantially larger scale.
- Schwab Personal Advisor Services: Hybrid advisory service combining digital tools with dedicated CFP-style advisors for individual investors. Comparable as an alternative wealth management channel targeting professionals seeking financial planning and investment advice, but with significantly greater scale and lower fee structure.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Reichert Wealth social profiles
Digital presenceReichert Wealth compliance and trust
Trust signalCompliance1 record
Reichert Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Reichert Wealth leadership team
Management profileNumber of profiles
Profiles3 records
Reichert Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Reichert Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Reichert Wealth
What does Reichert Wealth do?
Reichert Wealth is a wealth management and financial advisory firm that provides personalized financial planning, wealth management (investment and asset management), and tax strategy services to individual clients and professionals. Securities and advisory services are delivered through the LPL Financial broker-dealer and registered investment advisor platform. The firm supplements its advisory services with educational content, financial calculators, and digital resources covering retirement, estate, insurance, and tax topics.
Is Reichert Wealth a public or private company?
Reichert Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Reichert Wealth founded?
Reichert Wealth was founded in -1. It employs 1 to 10 people.
Where is Reichert Wealth based?
Reichert Wealth is headquartered in Murray, United States, in the North America region.
How does Reichert Wealth make money?
One revenue line is on record: wealth Management & Advisory Services.
Who are Reichert Wealth's main competitors?
Broad incumbents on record are Creative Planning, LPL Financial, Carson Group, Mariner Wealth Advisors, Edelman Financial Engines, Cambridge Investment Research, Cetera Financial Group, Commonwealth Financial Network, Fisher Investments and Schwab Personal Advisor Services.
Does Reichert Wealth have an API?
No public API is recorded for Reichert Wealth.
What industry is Reichert Wealth in?
Reichert Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAEAAAN, Private Client/High-Net-Worth Advisory. Its SIC code is 6199.