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REI Wealth Management
REI Wealth Management is an SEC-registered investment adviser since 2025. The firm manages $197 million in assets, $148 million on a discretionary basis.
Overview
REI Wealth Management is an SEC-registered investment adviser since 2025. The firm manages $197 million in assets, $148 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Principals
John W. Rogers Jr.
Founder, Chairman, and Co-CEO
Sector focus
Frequently asked questions
Who runs REI Wealth Management?
John W. Rogers Jr. is the founder, chairman, and co-CEO of REI Wealth Management. He is also the founder, chairman, and CEO of Ariel Investments, a separately managed asset management firm. His leadership provides the investment approach that underpins both firms.
Is REI Wealth Management related to Ariel Investments?
Yes. John W. Rogers Jr. is the founder and leader of both REI Wealth Management and Ariel Investments. However, they operate as separate legal entities. REI Wealth Management is a registered investment advisor (RIA) focused on private clients, while Ariel Investments is a larger asset manager running institutional funds. The two firms share an investment philosophy.
What is REI Wealth Management's minimum account size?
The firm does not publicly disclose its minimum account size. Typical multi-family offices set thresholds above $1 million in investable assets. Prospective clients should contact REI Wealth Management directly for current requirements.
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