SEC Form ADV

RAI WEALTH

Firm profile: RAI Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$530.8M

Assets Under Management

1,220

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-324695
Location: NAPERVILLE, IL
Filing Date: March 11, 2026
AUM: $530.8M
Total Clients: 1,220
Institutional Clients: 30
Employees: 12
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

RAI WEALTH is a registered investment adviser headquartered in NAPERVILLE, IL, managing approximately $530.8M in assets across 1,220 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings