Investment adviser · CRD 153194
REYES FINANCIAL ARCHITECTURE INC.
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $196M Form ADV · Item 5.F
- Client accounts
- 170 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 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 | 117 | $176,085,197 | 89.8% |
| Individuals | 53 | $20,097,591 | 10.2% |
Filing source
Form ADV 2058520 · Mar 12, 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: Mar 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
4660 LA JOLLA VILLAGE DRIVE, SUITE 725SAN DIEGO, CA, 92122, United States
CRD 153194
Filing source
Form ADV 2058520 · Mar 12, 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.