RICHEY ADVISORS, INC.
Legal name: RAI WEALTH MANAGEMENT
CRD #277137 SEC #801-131970 PLACENTIA, CA (714) 449-9696
SEC Registered
Total AUM
$135.9M
Discretionary
$135.9M
Employees
5
Clients
26
Accounts
493
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $135.9M | $135.9M | $0 | 5 | 1 |
| Jun 2025 | $135.9M | $135.9M | $0 | 5 | 1 |
| Jun 2025 | $135.9M | $135.9M | $0 | 5 | 1 |
| Apr 2025 | $135.9M | $135.9M | $0 | 5 | 1 |
| Jan 2025 | $107.7M | $107.7M | $0 | 4 | 0 |
DateOct 2025
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees5
Clients1
DateJun 2025
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees5
Clients1
DateJun 2025
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees5
Clients1
DateApr 2025
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees5
Clients1
DateJan 2025
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees4
Clients0