REZNY WEALTH MANAGEMENT, INC.
CRD #109638 SEC #801-79468 FORT MYERS, FL 800-618-8577
SEC Registered
Total AUM
$435.2M
Discretionary
$435.2M
Employees
7
Clients
10
Accounts
781
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $435.2M | $435.2M | $0 | 7 | 0 |
| Oct 2024 | $389.2M | $389.2M | $0 | 7 | 0 |
| Sep 2024 | $389.2M | $389.2M | $0 | 7 | 0 |
| Aug 2024 | $347.5M | $345.5M | $1.9M | 6 | 0 |
| Aug 2024 | $347.5M | $345.5M | $1.9M | 6 | 0 |
| May 2024 | $347.5M | $345.5M | $1.9M | 6 | 0 |
| Feb 2024 | $347.5M | $345.5M | $1.9M | 6 | 0 |
| Aug 2023 | $268.3M | $266.4M | $2M | 6 | 0 |
| Jan 2023 | $268.3M | $266.4M | $2M | 6 | 0 |
| Feb 2022 | $327M | $323.8M | $3.2M | 6 | 0 |
| Dec 2021 | $252.6M | $250.9M | $1.7M | 6 | 0 |
| Jan 2021 | $252.6M | $250.9M | $1.7M | 6 | 0 |
| Dec 2020 | $203.4M | $202.7M | $720.7K | 6 | 0 |
| Nov 2020 | $203.4M | $202.7M | $720.7K | 6 | 0 |
| Jun 2020 | $203.4M | $202.7M | $720.7K | 6 | 0 |
| Feb 2020 | $203.4M | $202.7M | $720.7K | 6 | 0 |
| Jan 2019 | $158.6M | $157.6M | $1.1M | 6 | 0 |
| Feb 2018 | $157.9M | $155.9M | $2M | 6 | 0 |
| Jan 2017 | $122M | $119.5M | $2.6M | 6 | 315 |
| Oct 2016 | $109.3M | $105.5M | $3.7M | 6 | 315 |
| May 2016 | $109.3M | $105.5M | $3.7M | 6 | 315 |
| Mar 2016 | $109.3M | $105.5M | $3.7M | 6 | 315 |
| Mar 2016 | $109.3M | $105.5M | $3.7M | 6 | 315 |
| Feb 2016 | $109.3M | $105.5M | $3.7M | 6 | 315 |
| Feb 2016 | $109.3M | $105.5M | $3.7M | 6 | 315 |
| Nov 2015 | $116M | $112.3M | $3.7M | 8 | 223 |
| Feb 2015 | $116M | $112.3M | $3.7M | 8 | 223 |
| Apr 2014 | $103.2M | $100.7M | $2.5M | 6 | 200 |
| Mar 2014 | $103.2M | $100.7M | $2.5M | 6 | 200 |
| Jul 2012 | $69.9M | $68.2M | $1.7M | 1 | 200 |
| Jul 2012 | $69.9M | $68.2M | $1.7M | 1 | 200 |
| Jun 2012 | $69.9M | $68.2M | $1.7M | 1 | 200 |
| Jun 2012 | $69.9M | $68.2M | $1.7M | 1 | 200 |
| May 2012 | $69.9M | $68.2M | $1.7M | 1 | 200 |
| Apr 2012 | $69.9M | $68.2M | $1.7M | 1 | 200 |
| Mar 2012 | $69.9M | $68.2M | $1.7M | 1 | 200 |
| Feb 2012 | $69.9M | $68.2M | $1.7M | 1 | 200 |
| Jan 2012 | $69.9M | $68.2M | $1.7M | 1 | 200 |
| Dec 2011 | $69.9M | $68.2M | $1.7M | 1 | 200 |
| Jul 2011 | $70.1M | $68.6M | $1.4M | 5 | -- |
| Mar 2011 | $70.1M | $68.6M | $1.4M | 5 | -- |
| Jul 2010 | $46.8M | $45.8M | $955K | 5 | -- |
| Apr 2010 | $46.8M | $45.8M | $955K | 5 | -- |
| Jul 2009 | $26.9M | $26M | $835K | 5 | -- |
| Apr 2009 | $26.9M | $26M | $835K | 5 | -- |
| Sep 2008 | $44.8M | $43M | $1.7M | 5 | -- |
| Jan 2008 | $44.8M | $43M | $1.7M | 5 | -- |
| Jan 2007 | $49.7M | $46.3M | $3.4M | 5 | -- |
| Jan 2006 | $46.9M | $43.9M | $3M | 5 | -- |
| Sep 2005 | $47.8M | $40.6M | $7.2M | 5 | -- |
| Jan 2005 | $47.8M | $40.6M | $7.2M | 5 | -- |
| Mar 2004 | $36.6M | $28.5M | $8.1M | 5 | -- |
| May 2002 | $28.9M | $21.7M | $7.2M | 5 | -- |
DateMar 2025
Total AUM$435.2M
Discretionary$435.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$389.2M
Discretionary$389.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$389.2M
Discretionary$389.2M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$347.5M
Discretionary$345.5M
Non-Disc.$1.9M
Employees6
Clients0
DateAug 2024
Total AUM$347.5M
Discretionary$345.5M
Non-Disc.$1.9M
Employees6
Clients0
DateMay 2024
Total AUM$347.5M
Discretionary$345.5M
Non-Disc.$1.9M
Employees6
Clients0
DateFeb 2024
Total AUM$347.5M
Discretionary$345.5M
Non-Disc.$1.9M
Employees6
Clients0
DateAug 2023
Total AUM$268.3M
Discretionary$266.4M
Non-Disc.$2M
Employees6
Clients0
DateJan 2023
Total AUM$268.3M
Discretionary$266.4M
Non-Disc.$2M
Employees6
Clients0
DateFeb 2022
Total AUM$327M
Discretionary$323.8M
Non-Disc.$3.2M
Employees6
Clients0
DateDec 2021
Total AUM$252.6M
Discretionary$250.9M
Non-Disc.$1.7M
Employees6
Clients0
DateJan 2021
Total AUM$252.6M
Discretionary$250.9M
Non-Disc.$1.7M
Employees6
Clients0
DateDec 2020
Total AUM$203.4M
Discretionary$202.7M
Non-Disc.$720.7K
Employees6
Clients0
DateNov 2020
Total AUM$203.4M
Discretionary$202.7M
Non-Disc.$720.7K
Employees6
Clients0
DateJun 2020
Total AUM$203.4M
Discretionary$202.7M
Non-Disc.$720.7K
Employees6
Clients0
DateFeb 2020
Total AUM$203.4M
Discretionary$202.7M
Non-Disc.$720.7K
Employees6
Clients0
DateJan 2019
Total AUM$158.6M
Discretionary$157.6M
Non-Disc.$1.1M
Employees6
Clients0
DateFeb 2018
Total AUM$157.9M
Discretionary$155.9M
Non-Disc.$2M
Employees6
Clients0
DateJan 2017
Total AUM$122M
Discretionary$119.5M
Non-Disc.$2.6M
Employees6
Clients315
DateOct 2016
Total AUM$109.3M
Discretionary$105.5M
Non-Disc.$3.7M
Employees6
Clients315
DateMay 2016
Total AUM$109.3M
Discretionary$105.5M
Non-Disc.$3.7M
Employees6
Clients315
DateMar 2016
Total AUM$109.3M
Discretionary$105.5M
Non-Disc.$3.7M
Employees6
Clients315
DateMar 2016
Total AUM$109.3M
Discretionary$105.5M
Non-Disc.$3.7M
Employees6
Clients315
DateFeb 2016
Total AUM$109.3M
Discretionary$105.5M
Non-Disc.$3.7M
Employees6
Clients315
DateFeb 2016
Total AUM$109.3M
Discretionary$105.5M
Non-Disc.$3.7M
Employees6
Clients315
DateNov 2015
Total AUM$116M
Discretionary$112.3M
Non-Disc.$3.7M
Employees8
Clients223
DateFeb 2015
Total AUM$116M
Discretionary$112.3M
Non-Disc.$3.7M
Employees8
Clients223
DateApr 2014
Total AUM$103.2M
Discretionary$100.7M
Non-Disc.$2.5M
Employees6
Clients200
DateMar 2014
Total AUM$103.2M
Discretionary$100.7M
Non-Disc.$2.5M
Employees6
Clients200
DateJul 2012
Total AUM$69.9M
Discretionary$68.2M
Non-Disc.$1.7M
Employees1
Clients200
DateJul 2012
Total AUM$69.9M
Discretionary$68.2M
Non-Disc.$1.7M
Employees1
Clients200
DateJun 2012
Total AUM$69.9M
Discretionary$68.2M
Non-Disc.$1.7M
Employees1
Clients200
DateJun 2012
Total AUM$69.9M
Discretionary$68.2M
Non-Disc.$1.7M
Employees1
Clients200
DateMay 2012
Total AUM$69.9M
Discretionary$68.2M
Non-Disc.$1.7M
Employees1
Clients200
DateApr 2012
Total AUM$69.9M
Discretionary$68.2M
Non-Disc.$1.7M
Employees1
Clients200
DateMar 2012
Total AUM$69.9M
Discretionary$68.2M
Non-Disc.$1.7M
Employees1
Clients200
DateFeb 2012
Total AUM$69.9M
Discretionary$68.2M
Non-Disc.$1.7M
Employees1
Clients200
DateJan 2012
Total AUM$69.9M
Discretionary$68.2M
Non-Disc.$1.7M
Employees1
Clients200
DateDec 2011
Total AUM$69.9M
Discretionary$68.2M
Non-Disc.$1.7M
Employees1
Clients200
DateJul 2011
Total AUM$70.1M
Discretionary$68.6M
Non-Disc.$1.4M
Employees5
Clients--
DateMar 2011
Total AUM$70.1M
Discretionary$68.6M
Non-Disc.$1.4M
Employees5
Clients--
DateJul 2010
Total AUM$46.8M
Discretionary$45.8M
Non-Disc.$955K
Employees5
Clients--
DateApr 2010
Total AUM$46.8M
Discretionary$45.8M
Non-Disc.$955K
Employees5
Clients--
DateJul 2009
Total AUM$26.9M
Discretionary$26M
Non-Disc.$835K
Employees5
Clients--
DateApr 2009
Total AUM$26.9M
Discretionary$26M
Non-Disc.$835K
Employees5
Clients--
DateSep 2008
Total AUM$44.8M
Discretionary$43M
Non-Disc.$1.7M
Employees5
Clients--
DateJan 2008
Total AUM$44.8M
Discretionary$43M
Non-Disc.$1.7M
Employees5
Clients--
DateJan 2007
Total AUM$49.7M
Discretionary$46.3M
Non-Disc.$3.4M
Employees5
Clients--
DateJan 2006
Total AUM$46.9M
Discretionary$43.9M
Non-Disc.$3M
Employees5
Clients--
DateSep 2005
Total AUM$47.8M
Discretionary$40.6M
Non-Disc.$7.2M
Employees5
Clients--
DateJan 2005
Total AUM$47.8M
Discretionary$40.6M
Non-Disc.$7.2M
Employees5
Clients--
DateMar 2004
Total AUM$36.6M
Discretionary$28.5M
Non-Disc.$8.1M
Employees5
Clients--
DateMay 2002
Total AUM$28.9M
Discretionary$21.7M
Non-Disc.$7.2M
Employees5
Clients--