INVESTMENT PARTNERS LTD
Legal name: REA WEALTH MANAGEMENT
CRD #108913 SEC #801-55069 NEW PHILADELPHIA, OH 330-308-9707
SEC Registered
Total AUM
$807.5M
Discretionary
$797.8M
Employees
19
Clients
101
Accounts
1,738
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $807.5M | $797.8M | $9.7M | 19 | 9 |
| Jan 2025 | $807.5M | $797.8M | $9.7M | 19 | 9 |
| Jan 2024 | $646.1M | $638.3M | $7.9M | 20 | 3 |
| Nov 2023 | $580.2M | $571.5M | $8.6M | 19 | 0 |
| Feb 2023 | $580.2M | $571.5M | $8.6M | 19 | 0 |
| Jan 2023 | $580.2M | $571.5M | $8.6M | 19 | 0 |
| Jan 2023 | $580.2M | $571.5M | $8.6M | 19 | 0 |
| Dec 2022 | $695.8M | $684.9M | $10.9M | 21 | 12 |
| Feb 2022 | $695.8M | $684.9M | $10.9M | 21 | 12 |
| May 2021 | $609M | $596.5M | $12.4M | 19 | 7 |
| Apr 2021 | $609M | $596.5M | $12.4M | 19 | 7 |
| Feb 2021 | $609M | $596.5M | $12.4M | 19 | 7 |
| Jan 2021 | $609M | $596.5M | $12.4M | 19 | 7 |
| Jan 2021 | $490.6M | $478.1M | $12.5M | 20 | 6 |
| Jun 2020 | $490.6M | $478.1M | $12.5M | 20 | 6 |
| Jun 2020 | $490.6M | $478.1M | $12.5M | 20 | 6 |
| Feb 2020 | $490.6M | $478.1M | $12.5M | 20 | 6 |
| Dec 2019 | $361.2M | $352.9M | $8.4M | 20 | 7 |
| Nov 2019 | $361.2M | $352.9M | $8.4M | 20 | 7 |
| Oct 2019 | $361.2M | $352.9M | $8.4M | 20 | 7 |
| Feb 2019 | $361.2M | $352.9M | $8.4M | 20 | 7 |
| Mar 2018 | $388.9M | $380.3M | $8.6M | 17 | 9 |
| Mar 2018 | $388.9M | $380.3M | $8.6M | 17 | 9 |
| Aug 2017 | $323.6M | $322.3M | $1.3M | 17 | 700 |
| May 2017 | $323.6M | $322.3M | $1.3M | 17 | 700 |
| Mar 2017 | $323.6M | $322.3M | $1.3M | 17 | 700 |
| Apr 2016 | $300.3M | $298.9M | $1.4M | 17 | 700 |
| Feb 2016 | $300.3M | $298.9M | $1.4M | 17 | 700 |
| Feb 2016 | $300.3M | $298.9M | $1.4M | 17 | 700 |
| Nov 2015 | $329.3M | $327.5M | $1.8M | 16 | 700 |
| Oct 2015 | $329.3M | $327.5M | $1.8M | 16 | 700 |
| Sep 2015 | $329.3M | $327.5M | $1.8M | 16 | 700 |
| Jan 2015 | $329.3M | $327.5M | $1.8M | 16 | 700 |
| Jan 2015 | $307.6M | $305.8M | $1.7M | 16 | 700 |
| Nov 2014 | $307.6M | $305.8M | $1.7M | 16 | 700 |
| Oct 2014 | $307.6M | $305.8M | $1.7M | 16 | 700 |
| Feb 2014 | $307.6M | $305.8M | $1.7M | 16 | 700 |
| Aug 2013 | $272.8M | $270.1M | $2.7M | 16 | 700 |
| Feb 2013 | $272.8M | $270.1M | $2.7M | 16 | 700 |
| Dec 2012 | $242.7M | $238.2M | $4.5M | 16 | 963 |
| Nov 2012 | $242.7M | $238.2M | $4.5M | 16 | 963 |
| Oct 2012 | $242.7M | $238.2M | $4.5M | 11 | 963 |
| Mar 2012 | $242.7M | $238.2M | $4.5M | 11 | 963 |
| Mar 2011 | $240.4M | $234.5M | $5.9M | -- | -- |
| Mar 2009 | $172.1M | $164.3M | $7.9M | -- | -- |
| Sep 2008 | $146.6M | $136.1M | $10.6M | -- | -- |
| Mar 2008 | $146.6M | $136.1M | $10.6M | -- | -- |
| Aug 2007 | $119.3M | $105.8M | $13.5M | 10 | -- |
| Mar 2007 | $119.3M | $105.8M | $13.5M | 10 | -- |
| Mar 2006 | $101M | $87.1M | $13.8M | 10 | -- |
| Sep 2005 | $97M | $78.9M | $18.1M | 10 | -- |
| Apr 2004 | $85.4M | $69.5M | $15.9M | 10 | -- |
| Mar 2002 | $62.9M | $50.8M | $12.2M | 10 | -- |
DateSep 2025
Total AUM$807.5M
Discretionary$797.8M
Non-Disc.$9.7M
Employees19
Clients9
DateJan 2025
Total AUM$807.5M
Discretionary$797.8M
Non-Disc.$9.7M
Employees19
Clients9
DateJan 2024
Total AUM$646.1M
Discretionary$638.3M
Non-Disc.$7.9M
Employees20
Clients3
DateNov 2023
Total AUM$580.2M
Discretionary$571.5M
Non-Disc.$8.6M
Employees19
Clients0
DateFeb 2023
Total AUM$580.2M
Discretionary$571.5M
Non-Disc.$8.6M
Employees19
Clients0
DateJan 2023
Total AUM$580.2M
Discretionary$571.5M
Non-Disc.$8.6M
Employees19
Clients0
DateJan 2023
Total AUM$580.2M
Discretionary$571.5M
Non-Disc.$8.6M
Employees19
Clients0
DateDec 2022
Total AUM$695.8M
Discretionary$684.9M
Non-Disc.$10.9M
Employees21
Clients12
DateFeb 2022
Total AUM$695.8M
Discretionary$684.9M
Non-Disc.$10.9M
Employees21
Clients12
DateMay 2021
Total AUM$609M
Discretionary$596.5M
Non-Disc.$12.4M
Employees19
Clients7
DateApr 2021
Total AUM$609M
Discretionary$596.5M
Non-Disc.$12.4M
Employees19
Clients7
DateFeb 2021
Total AUM$609M
Discretionary$596.5M
Non-Disc.$12.4M
Employees19
Clients7
DateJan 2021
Total AUM$609M
Discretionary$596.5M
Non-Disc.$12.4M
Employees19
Clients7
DateJan 2021
Total AUM$490.6M
Discretionary$478.1M
Non-Disc.$12.5M
Employees20
Clients6
DateJun 2020
Total AUM$490.6M
Discretionary$478.1M
Non-Disc.$12.5M
Employees20
Clients6
DateJun 2020
Total AUM$490.6M
Discretionary$478.1M
Non-Disc.$12.5M
Employees20
Clients6
DateFeb 2020
Total AUM$490.6M
Discretionary$478.1M
Non-Disc.$12.5M
Employees20
Clients6
DateDec 2019
Total AUM$361.2M
Discretionary$352.9M
Non-Disc.$8.4M
Employees20
Clients7
DateNov 2019
Total AUM$361.2M
Discretionary$352.9M
Non-Disc.$8.4M
Employees20
Clients7
DateOct 2019
Total AUM$361.2M
Discretionary$352.9M
Non-Disc.$8.4M
Employees20
Clients7
DateFeb 2019
Total AUM$361.2M
Discretionary$352.9M
Non-Disc.$8.4M
Employees20
Clients7
DateMar 2018
Total AUM$388.9M
Discretionary$380.3M
Non-Disc.$8.6M
Employees17
Clients9
DateMar 2018
Total AUM$388.9M
Discretionary$380.3M
Non-Disc.$8.6M
Employees17
Clients9
DateAug 2017
Total AUM$323.6M
Discretionary$322.3M
Non-Disc.$1.3M
Employees17
Clients700
DateMay 2017
Total AUM$323.6M
Discretionary$322.3M
Non-Disc.$1.3M
Employees17
Clients700
DateMar 2017
Total AUM$323.6M
Discretionary$322.3M
Non-Disc.$1.3M
Employees17
Clients700
DateApr 2016
Total AUM$300.3M
Discretionary$298.9M
Non-Disc.$1.4M
Employees17
Clients700
DateFeb 2016
Total AUM$300.3M
Discretionary$298.9M
Non-Disc.$1.4M
Employees17
Clients700
DateFeb 2016
Total AUM$300.3M
Discretionary$298.9M
Non-Disc.$1.4M
Employees17
Clients700
DateNov 2015
Total AUM$329.3M
Discretionary$327.5M
Non-Disc.$1.8M
Employees16
Clients700
DateOct 2015
Total AUM$329.3M
Discretionary$327.5M
Non-Disc.$1.8M
Employees16
Clients700
DateSep 2015
Total AUM$329.3M
Discretionary$327.5M
Non-Disc.$1.8M
Employees16
Clients700
DateJan 2015
Total AUM$329.3M
Discretionary$327.5M
Non-Disc.$1.8M
Employees16
Clients700
DateJan 2015
Total AUM$307.6M
Discretionary$305.8M
Non-Disc.$1.7M
Employees16
Clients700
DateNov 2014
Total AUM$307.6M
Discretionary$305.8M
Non-Disc.$1.7M
Employees16
Clients700
DateOct 2014
Total AUM$307.6M
Discretionary$305.8M
Non-Disc.$1.7M
Employees16
Clients700
DateFeb 2014
Total AUM$307.6M
Discretionary$305.8M
Non-Disc.$1.7M
Employees16
Clients700
DateAug 2013
Total AUM$272.8M
Discretionary$270.1M
Non-Disc.$2.7M
Employees16
Clients700
DateFeb 2013
Total AUM$272.8M
Discretionary$270.1M
Non-Disc.$2.7M
Employees16
Clients700
DateDec 2012
Total AUM$242.7M
Discretionary$238.2M
Non-Disc.$4.5M
Employees16
Clients963
DateNov 2012
Total AUM$242.7M
Discretionary$238.2M
Non-Disc.$4.5M
Employees16
Clients963
DateOct 2012
Total AUM$242.7M
Discretionary$238.2M
Non-Disc.$4.5M
Employees11
Clients963
DateMar 2012
Total AUM$242.7M
Discretionary$238.2M
Non-Disc.$4.5M
Employees11
Clients963
DateMar 2011
Total AUM$240.4M
Discretionary$234.5M
Non-Disc.$5.9M
Employees--
Clients--
DateMar 2009
Total AUM$172.1M
Discretionary$164.3M
Non-Disc.$7.9M
Employees--
Clients--
DateSep 2008
Total AUM$146.6M
Discretionary$136.1M
Non-Disc.$10.6M
Employees--
Clients--
DateMar 2008
Total AUM$146.6M
Discretionary$136.1M
Non-Disc.$10.6M
Employees--
Clients--
DateAug 2007
Total AUM$119.3M
Discretionary$105.8M
Non-Disc.$13.5M
Employees10
Clients--
DateMar 2007
Total AUM$119.3M
Discretionary$105.8M
Non-Disc.$13.5M
Employees10
Clients--
DateMar 2006
Total AUM$101M
Discretionary$87.1M
Non-Disc.$13.8M
Employees10
Clients--
DateSep 2005
Total AUM$97M
Discretionary$78.9M
Non-Disc.$18.1M
Employees10
Clients--
DateApr 2004
Total AUM$85.4M
Discretionary$69.5M
Non-Disc.$15.9M
Employees10
Clients--
DateMar 2002
Total AUM$62.9M
Discretionary$50.8M
Non-Disc.$12.2M
Employees10
Clients--