# REACH Strategic Wealth

REACH Strategic Wealth is a Multi Family Office based in Los Angeles, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** reachstrategicwealth.com
- **LinkedIn:** https://www.linkedin.com/company/reach-strategic-wealth

## Regulatory record

- **CRD number:** 304155
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304155

## About

REACH STRATEGIC WEALTH LLC is a state-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.

## Sectors

- Multi-Asset
- Private Equity
- Real Estate

## People

- Robert Dishell — Founder and CEO

## Questions

### 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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- [Calibration Financial](https://altss.com/profile/calibration-financial)
- [SEGO Wealth Management](https://altss.com/profile/sego-wealth-management-llc)

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Last updated: 2026-07-06T01:24:24.037Z

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