Investment adviser · CRD 108913
REA WEALTH MANAGEMENT
Investment adviser filing (IA)
INVESTMENT PARTNERS LTD
NEW PHILADELPHIA, OH, United States · Form ADV filed May 29, 2026
- Regulatory AUM
- $892M Form ADV · Item 5.F
- Client accounts
- 1,818 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 185 | $618,747,814 | 69.3% |
| Individuals | 705 | $211,246,893 | 23.7% |
| Corporations & businesses | 33 | $46,773,906 | 5.2% |
| Retirement plans | 12 | $12,972,489 | 1.5% |
| Charities | Fewer than 5 | $2,543,037 | 0.3% |
Filing source
Form ADV 2109720 · May 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
419 W HIGH AVENEW PHILADELPHIA, OH, 44663, United States
CRD 108913
Filing source
Form ADV 2109720 · May 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.