REHMANN CAPITAL ADVISORY GROUP, LLC
Legal name: REHMANN WEALTH
CRD #123047 SEC #801-64587 LANSING, MI 517-316-2400
SEC Registered
Total AUM
$4.3B
Discretionary
$3.2B
Employees
36
Clients
51
Accounts
5,238
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.3B | $3.2B | $1.1B | 36 | 95 |
| Mar 2024 | $3.8B | $2.7B | $1.1B | 36 | 44 |
| Nov 2023 | $3B | $2.2B | $850M | 34 | 49 |
| Aug 2023 | $3B | $2.2B | $850M | 34 | 49 |
| Mar 2023 | $3B | $2.2B | $850M | 34 | 49 |
| Dec 2022 | $2.8B | $1.8B | $1B | 33 | 49 |
| Mar 2022 | $2.8B | $1.8B | $1B | 33 | 49 |
| Feb 2022 | $2.6B | $1.8B | $733.7M | 37 | 31 |
| Jun 2021 | $2.6B | $1.8B | $733.7M | 37 | 31 |
| Apr 2021 | $2.6B | $1.8B | $733.7M | 37 | 31 |
| Mar 2021 | $2.6B | $1.8B | $733.7M | 37 | 31 |
| Jun 2020 | $2.5B | $1.8B | $704M | 35 | 31 |
| Mar 2020 | $2.5B | $1.8B | $704M | 35 | 31 |
| Jan 2020 | $2B | $1.5B | $521M | 35 | 24 |
| Aug 2019 | $2B | $1.5B | $521M | 35 | 24 |
| Mar 2019 | $2B | $1.5B | $521M | 35 | 24 |
| Jan 2019 | $3.9B | $1.8B | $2.1B | 35 | 51 |
| Aug 2018 | $3.9B | $1.8B | $2.1B | 35 | 51 |
| Jul 2018 | $3.9B | $1.8B | $2.1B | 35 | 51 |
| Apr 2018 | $3.9B | $1.8B | $2.1B | 35 | 51 |
| Mar 2018 | $3.9B | $1.8B | $2.1B | 35 | 51 |
| Feb 2018 | $3.5B | $2.2B | $1.2B | 48 | 50 |
| Mar 2017 | $3.5B | $2.2B | $1.2B | 48 | 2,295 |
| Dec 2016 | $3.7B | $1.1B | $2.6B | 47 | 2,184 |
| Sep 2016 | $3.7B | $1.1B | $2.6B | 47 | 2,184 |
| Mar 2016 | $3.7B | $1.1B | $2.6B | 47 | 2,184 |
| Dec 2015 | $3B | $1.2B | $1.8B | 49 | 2,271 |
| Mar 2015 | $3B | $1.2B | $1.8B | 49 | 2,271 |
| Apr 2014 | $2.4B | $1.1B | $1.3B | 46 | 2,328 |
| Mar 2014 | $2.4B | $1.1B | $1.3B | 46 | 2,328 |
| Jan 2014 | $2.1B | $948.5M | $1.2B | 45 | 2,200 |
| Mar 2013 | $2.1B | $948.5M | $1.2B | 45 | 2,200 |
| Sep 2012 | $1.2B | $798M | $359.1M | 51 | 2,000 |
| Apr 2012 | $1.2B | $798M | $359.1M | 51 | 2,000 |
| Mar 2012 | $1.2B | $798M | $359.1M | 51 | 2,000 |
| Dec 2011 | $1.1B | $975.1M | $167.5M | 51 | 2,000 |
| Jul 2011 | $1.1B | $975.1M | $167.5M | 51 | -- |
| May 2011 | $1.1B | $975.1M | $167.5M | 51 | -- |
| Mar 2011 | $1.1B | $975.1M | $167.5M | 51 | -- |
| Jul 2010 | $724.4M | $620.2M | $104.2M | -- | -- |
| May 2010 | $724.4M | $620.2M | $104.2M | -- | -- |
| Mar 2010 | $724.4M | $620.2M | $104.2M | -- | -- |
| Jul 2009 | $338.4M | $249M | $89.4M | -- | -- |
| Mar 2009 | $338.4M | $249M | $89.4M | -- | -- |
| Mar 2008 | $449.9M | $186M | $263.9M | -- | -- |
| Apr 2007 | $421.6M | $27.2M | $394.5M | -- | -- |
| Feb 2007 | $151M | $15M | $136M | -- | -- |
| Mar 2006 | $151M | $15M | $136M | -- | -- |
DateMar 2025
Total AUM$4.3B
Discretionary$3.2B
Non-Disc.$1.1B
Employees36
Clients95
DateMar 2024
Total AUM$3.8B
Discretionary$2.7B
Non-Disc.$1.1B
Employees36
Clients44
DateNov 2023
Total AUM$3B
Discretionary$2.2B
Non-Disc.$850M
Employees34
Clients49
DateAug 2023
Total AUM$3B
Discretionary$2.2B
Non-Disc.$850M
Employees34
Clients49
DateMar 2023
Total AUM$3B
Discretionary$2.2B
Non-Disc.$850M
Employees34
Clients49
DateDec 2022
Total AUM$2.8B
Discretionary$1.8B
Non-Disc.$1B
Employees33
Clients49
DateMar 2022
Total AUM$2.8B
Discretionary$1.8B
Non-Disc.$1B
Employees33
Clients49
DateFeb 2022
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$733.7M
Employees37
Clients31
DateJun 2021
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$733.7M
Employees37
Clients31
DateApr 2021
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$733.7M
Employees37
Clients31
DateMar 2021
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$733.7M
Employees37
Clients31
DateJun 2020
Total AUM$2.5B
Discretionary$1.8B
Non-Disc.$704M
Employees35
Clients31
DateMar 2020
Total AUM$2.5B
Discretionary$1.8B
Non-Disc.$704M
Employees35
Clients31
DateJan 2020
Total AUM$2B
Discretionary$1.5B
Non-Disc.$521M
Employees35
Clients24
DateAug 2019
Total AUM$2B
Discretionary$1.5B
Non-Disc.$521M
Employees35
Clients24
DateMar 2019
Total AUM$2B
Discretionary$1.5B
Non-Disc.$521M
Employees35
Clients24
DateJan 2019
Total AUM$3.9B
Discretionary$1.8B
Non-Disc.$2.1B
Employees35
Clients51
DateAug 2018
Total AUM$3.9B
Discretionary$1.8B
Non-Disc.$2.1B
Employees35
Clients51
DateJul 2018
Total AUM$3.9B
Discretionary$1.8B
Non-Disc.$2.1B
Employees35
Clients51
DateApr 2018
Total AUM$3.9B
Discretionary$1.8B
Non-Disc.$2.1B
Employees35
Clients51
DateMar 2018
Total AUM$3.9B
Discretionary$1.8B
Non-Disc.$2.1B
Employees35
Clients51
DateFeb 2018
Total AUM$3.5B
Discretionary$2.2B
Non-Disc.$1.2B
Employees48
Clients50
DateMar 2017
Total AUM$3.5B
Discretionary$2.2B
Non-Disc.$1.2B
Employees48
Clients2,295
DateDec 2016
Total AUM$3.7B
Discretionary$1.1B
Non-Disc.$2.6B
Employees47
Clients2,184
DateSep 2016
Total AUM$3.7B
Discretionary$1.1B
Non-Disc.$2.6B
Employees47
Clients2,184
DateMar 2016
Total AUM$3.7B
Discretionary$1.1B
Non-Disc.$2.6B
Employees47
Clients2,184
DateDec 2015
Total AUM$3B
Discretionary$1.2B
Non-Disc.$1.8B
Employees49
Clients2,271
DateMar 2015
Total AUM$3B
Discretionary$1.2B
Non-Disc.$1.8B
Employees49
Clients2,271
DateApr 2014
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.3B
Employees46
Clients2,328
DateMar 2014
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.3B
Employees46
Clients2,328
DateJan 2014
Total AUM$2.1B
Discretionary$948.5M
Non-Disc.$1.2B
Employees45
Clients2,200
DateMar 2013
Total AUM$2.1B
Discretionary$948.5M
Non-Disc.$1.2B
Employees45
Clients2,200
DateSep 2012
Total AUM$1.2B
Discretionary$798M
Non-Disc.$359.1M
Employees51
Clients2,000
DateApr 2012
Total AUM$1.2B
Discretionary$798M
Non-Disc.$359.1M
Employees51
Clients2,000
DateMar 2012
Total AUM$1.2B
Discretionary$798M
Non-Disc.$359.1M
Employees51
Clients2,000
DateDec 2011
Total AUM$1.1B
Discretionary$975.1M
Non-Disc.$167.5M
Employees51
Clients2,000
DateJul 2011
Total AUM$1.1B
Discretionary$975.1M
Non-Disc.$167.5M
Employees51
Clients--
DateMay 2011
Total AUM$1.1B
Discretionary$975.1M
Non-Disc.$167.5M
Employees51
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$975.1M
Non-Disc.$167.5M
Employees51
Clients--
DateJul 2010
Total AUM$724.4M
Discretionary$620.2M
Non-Disc.$104.2M
Employees--
Clients--
DateMay 2010
Total AUM$724.4M
Discretionary$620.2M
Non-Disc.$104.2M
Employees--
Clients--
DateMar 2010
Total AUM$724.4M
Discretionary$620.2M
Non-Disc.$104.2M
Employees--
Clients--
DateJul 2009
Total AUM$338.4M
Discretionary$249M
Non-Disc.$89.4M
Employees--
Clients--
DateMar 2009
Total AUM$338.4M
Discretionary$249M
Non-Disc.$89.4M
Employees--
Clients--
DateMar 2008
Total AUM$449.9M
Discretionary$186M
Non-Disc.$263.9M
Employees--
Clients--
DateApr 2007
Total AUM$421.6M
Discretionary$27.2M
Non-Disc.$394.5M
Employees--
Clients--
DateFeb 2007
Total AUM$151M
Discretionary$15M
Non-Disc.$136M
Employees--
Clients--
DateMar 2006
Total AUM$151M
Discretionary$15M
Non-Disc.$136M
Employees--
Clients--