# Rechter Wealth Management

Rechter Wealth Management is a RIA based in Louisville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Louisville, United States
- **Region:** North America
- **Address:** Louisville, KY, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** rechterwealth.com

## Regulatory record

- **CRD number:** 125254
- **SEC file number:** 801-135754
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125254

## About

Rechter Wealth Management is a registered investment advisor firm founded by Peter J. Rechter, CFP, guided by Peter J. Rechter, CFP, and Sean A. Palmer, CPA. They bring financial planning and tax knowledge to provide clients with clear, well-rounded strategies. The firm specializes in fee-only financial planning, tax planning, and investment management tailored to each client’s needs. Assets are held in custody by Fidelity Institutional Brokerage Group.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services

## People

- Daniel Rechter — Principal

## Questions

### What is Rechter Wealth's primary investment strategy?

The firm concentrates on private credit and direct real estate, with a smaller allocation to private equity in operating companies. Its credit strategy focuses on asset-backed lending, particularly against multifamily and commercial real estate in secondary Sunbelt markets. This direct-lending approach—formalized in October 2023 through the registration of Rechter Credit Partners I—positions Rechter as a non-bank capital source for regional developers and business owners.

## Related profiles

- [Exchange Place Advisors](https://altss.com/profile/exchange-place-advisors-llc)
- [WISER WEALTH MANAGEMENT](https://altss.com/profile/wiser-wealth-management-inc)

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Last updated: 2026-08-11T15:07:57.118Z

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