firm profile
Rehmann Wealth
Overview
Rehmann Wealth is an SEC registered investment adviser based in Lansing, MI, registered since 2005. It reports $5.3B in assets under management across 6,020 accounts, with 39 employees. It has 41 investment adviser representatives.
- Reported AUM
- $5.3B
- Discretionary
- 76%
- Accounts
- 6,020
- Average account
- $876K
- Employees
- 39
- Advisory reps
- 41
- Registered since
- 2005
- Jurisdictions
- 30
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 4
- Jeffrey Phillips Chief Executive Officer, Chief Investment Officer CRD 4319983
- Ryan Sullivan Chief Executive Officer, Chief Investment Officer CRD 4514250
- Joan Payne Chief Financial Officer CRD 5654678
1 more executive officer, with direct contact details
Advisory reps 3 of 41
- Douglas A Barber Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2239007
- Jay Brant Berger Investment Adviser Rep CRD 2433529
- William Donald Blank Registered Rep · Investment Adviser Rep CRD 5794110
38 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4086 Legacy Pkwy
Lansing, MI 48911 - County
- Ingham
- Metro area
- Lansing-East Lansing, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 30 jurisdictions
- Website: rehmann.com/solutions/wealth-planning
Every state, with registration dates
Similar firms near Lansing
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- Maner WealthLansing, MI$299M AUM
- J.W. Korth & CompanyLansing, MI$229M AUM
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