LP Profile

Rezny Wealth Management

Also known as rezny wealth

Wealth ManagerFort Myers, United StatesFounded 1992
$327M
Assets Under Management
Fort Myers
Headquarters
Investment Focus

About Rezny Wealth Management

Fee-only financial advisor offering fiduciary services in Southwest Florida. Rezny Wealth ensures fee-only financial advisor services for your peace of mind.

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$576.0M
Total Clients
275
Filing Date
May 29, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Rezny Wealth Management?

Rezny Wealth Management is a wealth manager based in Fort Myers, United States, managing approximately $327M in assets.

Where is Rezny Wealth Management headquartered?

Rezny Wealth Management is headquartered in Fort Myers, United States.

How much does Rezny Wealth Management manage?

Rezny Wealth Management manages approximately $327M in assets under management.

When was Rezny Wealth Management founded?

Rezny Wealth Management was founded in 1992.

How can I contact Rezny Wealth Management?

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