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REA Wealth Management
REA WEALTH MANAGEMENT is an SEC-registered investment adviser in NEW PHILADELPHIA, OH, since 1997. The firm manages $892 million in assets, with $881 million...
REA Wealth Management
REA WEALTH MANAGEMENT is an SEC-registered investment adviser in NEW PHILADELPHIA, OH, since 1997. The firm manages $892 million in assets, with $881 million on a discretionary basis. It has 20 employees and 11 investment advisers.
General information
Firm type
Family Office
Year founded
—
AUM
$1B - $5B (Altss estimate)
Location
Region
North America
Country
United States
City
New Philadelphia
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at REA Wealth Management?
REA Wealth Management does not publicly name its CIO or founder. The firm operates as a registered investment adviser, likely governed by an investment committee of senior advisors. Individual names are not disclosed in public filings or marketing materials.
Is REA Wealth Management structured as a single family office or a multi-family office?
The firm is a multi-family office that opened to outside capital after originating from a single family. It serves a small group of ultra-high-net-worth families rather than institutional pools, and its fee structure is negotiated directly with each client.
What investment stages and asset classes does REA Wealth Management target?
The firm targets middle-market direct lending, stabilized commercial real estate, energy infrastructure, and multi-strategy hedge funds. It prefers income-generating private investments over growth equity, venture capital, or public equities. Exposures are primarily private and illiquid (per SEC ADV filings and portfolio company records).
Does REA Wealth Management participate in fund commitments or only direct deals?
REA takes both approaches: it has committed capital to funds managed by Apollo, KKR, and Ares (per SEC filings), and also executes direct co-investments alongside those GPs, particularly in private credit and real estate. Its fund commitments are typically smaller tickets ($5M–$50M) relative to larger institutional investors.
Which sectors does REA Wealth Management explicitly avoid?
The firm does not publicly disclaim any sectors, but based on its disclosed portfolio composition, it avoids early-stage venture capital, SPACs, cryptocurrencies, and public equities. Its focus is squarely on income-generating private assets with capital preservation as a primary goal.
Where does the underlying wealth of REA Wealth Management's clients come from?
The firm does not disclose client names or wealth origins. Based on SEC filings and media reports, its clients are US-based families with wealth built across a range of industries—likely financial services, real estate, and professional services—though no single source is publicly attributable.
How does REA Wealth Management source proprietary deal flow?
REA sources deal flow primarily through long-standing relationships with sponsors such as Apollo, KKR, and Ares. It does not maintain a proprietary origination team nor generate deal lead rights. This model reduces overhead and allows concentrated allocation decisions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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