SEC Form ADV

RAI WEALTH MANAGEMENT

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

Registered Investment AdviserCA
$159.7M
Assets Under Management
3
Total Clients
5
Employees
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Registration Details

Accession
crd-277137
Location
PLACENTIA, CA
Filing Date
September 23, 2026
AUM
$159.7M
Total Clients
3
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

RAI WEALTH MANAGEMENT is a registered investment adviser headquartered in PLACENTIA, CA, managing approximately $159.7M in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.