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REACH Strategic Wealth
REACH STRATEGIC WEALTH LLC is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1...
REACH Strategic Wealth
REACH STRATEGIC WEALTH LLC is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Principals
Robert Dishell
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at REACH Strategic Wealth?
Robert Dishell leads the firm as Founder and CEO and conducts the investment committee process alongside his team of advisors within the Raymond James framework. Team members hold industry designations including CFP and CIMA certifications, indicating a collaborative rather than purely discretionary approach to portfolio construction.
Is REACH structured as an independent RIA or part of a larger platform?
REACH operates as a practice within Raymond James Financial Services, meaning it uses Raymond James as its broker-dealer and custodian. This structure gives clients the custody and reporting infrastructure of a public company while REACH retains discretion over manager selection, asset allocation, and client relationship management.
Does REACH invest directly in real estate or only through funds?
REACH sources direct real estate investments, including multifamily and commercial properties, primarily in California. The firm evaluates individual deals rather than relying exclusively on commingled real estate funds, though fund vehicles are also used for private equity and managed futures exposure.
What is the firm's relationship with its previous RIA entity?
Robert Dishell and his team transitioned from a prior independent RIA to Raymond James in 2009, forming what is now REACH Strategic Wealth. This move placed the practice under a larger institutional umbrella while preserving the client relationships, investment process, and team continuity from the original firm.
Where does REACH source its private equity and alternative investment access?
Access to private equity, managed futures, and other alternative strategies comes primarily through Raymond James' alternative investments platform, supplemented by relationships Dishell and his team maintain with outside managers and real estate operators. The firm acts as an allocator selecting from institutional and boutique managers rather than originating proprietary funds.
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