LP Profile

RAI Wealth Management

Also known as rai wealth

Wealth ManagerPlacentia, United StatesFounded 1985

Placentia

Headquarters

Investment Focus

About RAI Wealth Management

We are an Independent, Fee-only, Registered Investment Advisor that specializes in holistic financial planning and comprehensive wealth management. Speak with the financial advisor you deserve today!

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to RAI Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $159.7M
Total Clients: 562
Filing Date: April 23, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to RAI Wealth Management across SEC, IRS, DOL and international registers — newest first.

FORM ADV

RAI WEALTH MANAGEMENT

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is RAI Wealth Management?

RAI Wealth Management is a wealth manager based in Placentia, United States.

Where is RAI Wealth Management headquartered?

RAI Wealth Management is headquartered in Placentia, United States.

When was RAI Wealth Management founded?

RAI Wealth Management was founded in 1985.

How can I contact RAI Wealth Management?

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