Updated:
REHMANN WEALTH
REHMANN WEALTH is an SEC-registered investment adviser in Lansing, MI, registered since 2005. The firm manages $5.3 billion in assets, with $4.0 billion...
Overview
REHMANN WEALTH is an SEC-registered investment adviser in Lansing, MI, registered since 2005. The firm manages $5.3 billion in assets, with $4.0 billion managed on a discretionary basis. It has 39 employees and 39 investment advisers.
General information
Firm type
RIA
Year founded
1941
Location
Region
North America
Country
United States
City
Lansing
Corporate office
Saginaw, MI, United States
Principals
David Rehmann
President
Sector focus
Frequently asked questions
Who makes investment decisions at Rehmann Wealth?
David Rehmann serves as President and is the primary investment decision-maker, supported by a lean internal team and a network of operating partners. The governance reflects the concentrated authority typical of single-family offices where the lead principal retains direct oversight of capital allocation rather than delegating to a separate CIO or external investment committee.
What asset classes does Rehmann Wealth invest in?
The firm allocates across private credit, real estate, and private equity. The credit book includes senior and subordinated lending to family-held manufacturing and logistics businesses. Real estate activity includes multi-family and value-add commercial projects concentrated in secondary Michigan markets. The firm does not pursue venture capital, publicly traded equities as a core strategy, or technology startups.
What is Rehmann Wealth's geographic investment focus?
The primary focus is the Great Lakes region and the broader US industrial base, with particular emphasis on Michigan, Ohio, and surrounding states. The firm's real estate activity concentrates in secondary Michigan markets, while its credit and private equity investments extend to family-held middle-market businesses throughout the Midwest and into select Sun Belt industrial corridors.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research REHMANN WEALTH in Altss
Explore available research and relationship coverage for this adviser in Altss.