Wealth Manager
    SEC Registered
    Manages Private Funds

    Rehmann Wealth

    Registered investment advisor · Lansing, Michigan · CRD #123047

    Assets Under Management
    $5.3B
    Client Accounts
    6,020
    Employees
    39
    CRD Number
    123047
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Rehmann Wealth

    Rehmann is a professional advisory firm based in Troy, Michigan, with a history dating back to 1941. The firm specializes in accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. With over 1,000 associates across Michigan, Ohio, and Florida, Rehmann focuses on helping businesses and individuals enhance their core strengths. The firm offers a wide range of services, including audit, tax, and financial reporting, as well as outsource

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Rehmann Wealth

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Rehmann Wealth's AUM?

    Rehmann Wealth reports approximately $5.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Rehmann Wealth headquartered?

    Rehmann Wealth is headquartered in Lansing, Michigan.

    What is Rehmann Wealth's CRD number?

    Rehmann Wealth's CRD number is 123047. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Rehmann Wealth manage?

    Rehmann Wealth manages approximately 6,020 client accounts according to its latest SEC filing.

    Is Rehmann Wealth SEC registered?

    Yes, Rehmann Wealth is registered with the SEC as an investment adviser with an approved registration status.

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