Investment adviser · CRD 315043
REICON WEALTH ADVISORS, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Jul 14, 2026
- Regulatory AUM
- $220M Form ADV · Item 5.F
- Client accounts
- 117 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 | 27 | $126,987,644 | 57.7% |
| Charities | 5 | $82,721,391 | 37.6% |
| Individuals | 25 | $6,487,742 | 2.9% |
| Pooled investment vehicles | 2 | $3,868,318 | 1.8% |
Filing source
Form ADV 2117649 · Jul 14, 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
2 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.
RWA DIRECT INVESTMENTS II, LLCPrivate Equity Fund · Last reported Jul 14, 2026$2.12MGross asset value
Form D fundraising filings
RWA DIRECT INVESTMENTS II, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BENNETT THRASHER LLP
PCAOB 4051
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-4852658368
- Reported beneficial owners
- 4
- Minimum commitment
- $25K
- Form D file number
- 021-442416
Form ADV 2117649 · Jul 14, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RWA DIRECT INVESTMENTS I, LLCPrivate Equity Fund · Last reported Jul 14, 2026$1.75MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BENNETT THRASHER LLP
PCAOB 4051
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-4461555578
- Reported beneficial owners
- 9
- Minimum commitment
- $25K
- Form D file number
- 021-421313
Form ADV 2117649 · Jul 14, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 14, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
3166 MATHIESON DRIVE, SUITE 200ATLANTA, GA, 30305, United States
CRD 315043
Filing source
Form ADV 2117649 · Jul 14, 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.