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Reserve Wealth Planning
Reserve Wealth Planning is a New York RIA and multi-family office serving high-net-worth families through customized portfolios and financial planning.
Reserve Wealth Planning
RESERVE WEALTH PLANNING is an SEC-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
How does Reserve Wealth Planning source investment opportunities?
As an independent RIA, Reserve Wealth Planning sources investments through external managers, direct platforms, and its advisor network. The firm does not rely on proprietary fund vehicles, which allows flexibility but may restrict access to capacity-constrained institutional funds reserved for larger allocators.
What types of clients does Reserve Wealth Planning serve?
The firm serves high-net-worth individuals, families, and trusts. Its client base typically requires comprehensive financial planning beyond investment management, including estate planning, tax strategy, and philanthropic coordination. The firm does not publicly disclose a minimum asset threshold.
Is Reserve Wealth Planning structured as a single-family office or multi-family office?
Reserve Wealth Planning operates as an RIA serving multiple families, consistent with a multi-family office structure. It is not a single-family office dedicated to one fortune. The firm's SEC registration as an investment advisor reflects its broader client base.
Does Reserve Wealth Planning make direct investments or only fund allocations?
The firm primarily allocates to external managers and funds. Direct investments may occur through client-specific mandates, but the firm does not operate a dedicated direct investment program. Portfolio construction is customized per family.
Which regulatory framework governs Reserve Wealth Planning?
Reserve Wealth Planning is registered with the Securities and Exchange Commission as an investment advisor. It files Form ADV annually, which provides disclosed information about fees, conflicts of interest, and business practices. The firm is subject to periodic SEC examination.
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