REICON WEALTH ADVISORS, LLC

CRD #315043 SEC #801-128295 ATLANTA, GA 404-328-2120

SEC Registered Private Funds

Total AUM

$189.8M

Discretionary

$189.8M

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Georgia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 27, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DAVIES, THEODORE, JOSEPH	I	MANAGING PARTNER	NA	Control
DAVIES, THEODORE, JOSEPH	I	MANAGING PARTNER	NA	Control
DAVIES, THEODORE, JOSEPH	I	MANAGING PARTNER	NA	Control
DAVIES, THEODORE, JOSEPH	I	MANAGING PARTNER	NA	Control
DAVIES, THEODORE, JOSEPH	I	MANAGING PARTNER	NA	Control
DAVIES, THEODORE, JOSEPH	I	MANAGING PARTNER	NA	Control
DAVIES, THEODORE, JOSEPH	I	MANAGING PARTNER	NA	Control
DOUGLASS, STEPHANIE, BUSUTTIL	I	MANAGING DIRECTOR	NA	Control
DOUGLASS, STEPHANIE, BUSUTTIL	I	MANAGING DIRECTOR	NA	Control
DOUGLASS, STEPHANIE, BUSUTTIL	I	MANAGING DIRECTOR	NA	Control
DOUGLASS, STEPHANIE, BUSUTTIL	I	MANAGING DIRECTOR	NA	Control
DOUGLASS, STEPHANIE, BUSUTTIL	I	MANAGING DIRECTOR	NA	Control
DOUGLASS, STEPHANIE, BUSUTTIL	I	MANAGING DIRECTOR	NA	Control
DOUGLASS, STEPHANIE, BUSUTTIL	I	MANAGING DIRECTOR	NA	Control
FUNSTON, REID, THOMAS	I	MANAGING PARTNER & CCO	NA	Control
FUNSTON, REID, THOMAS	I	MANAGING PARTNER & CCO	NA	Control
FUNSTON, REID, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
FUNSTON, REID, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
FUNSTON, REID, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
FUNSTON, REID, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
FUNSTON, REID, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
MATHIESON VENTURES, LLC	DE	MANAGING MEMBER	C	Control
MATHIESON VENTURES, LLC	DE	MANAGING MEMBER	C	Control
MATHIESON VENTURES, LLC	DE	MANAGING MEMBER	C	Control
MATHIESON VENTURES, LLC	DE	MANAGING MEMBER	C	Control
MATHIESON VENTURES, LLC	DE	MANAGING MEMBER	C	Control
MATHIESON VENTURES, LLC	DE	MANAGING MEMBER	C	Control
MATHIESON VENTURES, LLC	DE	MANAGING MEMBER	C	Control
TJD VENTURES, LLC	DE	MANAGING MEMBER	C	Control
TJD VENTURES, LLC	DE	MANAGING MEMBER	C	Control
TJD VENTURES, LLC	DE	MANAGING MEMBER	C	Control
TJD VENTURES, LLC	DE	MANAGING MEMBER	C	Control
TJD VENTURES, LLC	DE	MANAGING MEMBER	C	Control
TJD VENTURES, LLC	DE	MANAGING MEMBER	C	Control
TJD VENTURES, LLC	DE	MANAGING MEMBER	C	Control
WARAMAUG VENTURES, LLC	DE	MANAGING MEMBER	C	Control
WARAMAUG VENTURES, LLC	DE	MANAGING MEMBER	C	Control
WARAMAUG VENTURES, LLC	DE	MANAGING MEMBER	C	Control
WARAMAUG VENTURES, LLC	DE	MANAGING MEMBER	C	Control
WARAMAUG VENTURES, LLC	DE	MANAGING MEMBER	C	Control
WARAMAUG VENTURES, LLC	DE	MANAGING MEMBER	C	Control
WARAMAUG VENTURES, LLC	DE	MANAGING MEMBER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
DAVIES, DANIELLE, MISTELE	I	BMAA SPECIAL ASSET TRUST	E	Control
FUNSTON FAMILY IRREVOCABLE TRUST	DE	WARAMAUG VENTURES, LLC	E	Control
FUNSTON FAMILY IRREVOCABLE TRUST	DE	WARAMAUG VENTURES, LLC	E	Control
FUNSTON FAMILY IRREVOCABLE TRUST	DE	WARAMAUG VENTURES, LLC	E	Control
FUNSTON FAMILY IRREVOCABLE TRUST	DE	WARAMAUG VENTURES, LLC	E	Control
FUNSTON FAMILY IRREVOCABLE TRUST	DE	WARAMAUG VENTURES, LLC	E	Control
MCCLAIN, FORREST, GARVIN	I	MATHIESON VENTURES, LLC	D	Control
MCCLAIN, FORREST, GARVIN	I	MATHIESON VENTURES, LLC	D	Control
MCCLAIN, FORREST, GARVIN	I	MATHIESON VENTURES, LLC	D	Control
MCCLAIN, FORREST, GARVIN	I	MATHIESON VENTURES, LLC	D	Control
MCCLAIN, FORREST, GARVIN	I	MATHIESON VENTURES, LLC	D	Control
MCCLAIN, LORRAINE, OSCHER	I	MATHIESON VENTURES, LLC	D	Control
MCCLAIN, LORRAINE, OSCHER	I	MATHIESON VENTURES, LLC	D	Control
MCCLAIN, LORRAINE, OSCHER	I	MATHIESON VENTURES, LLC	D	Control
MCCLAIN, LORRAINE, OSCHER	I	MATHIESON VENTURES, LLC	D	Control
MCCLAIN, LORRAINE, OSCHER	I	MATHIESON VENTURES, LLC	D	Control
BMAA SPECIAL ASSET TRUST	DE	TJD VENTURES, LLC	C	Control
BMAA SPECIAL ASSET TRUST	DE	TJD VENTURES, LLC	C	Control
BMAA SPECIAL ASSET TRUST	DE	TJD VENTURES, LLC	C	Control
BMAA SPECIAL ASSET TRUST	DE	TJD VENTURES, LLC	C	Control
BMAA SPECIAL ASSET TRUST	DE	TJD VENTURES, LLC	C	Control
DAVIES FAMILY SURVIVORSHIP TRUST	DE	TJD VENTURES, LLC	C	Control
DAVIES FAMILY SURVIVORSHIP TRUST	DE	TJD VENTURES, LLC	C	Control
DAVIES FAMILY SURVIVORSHIP TRUST	DE	TJD VENTURES, LLC	C	Control
DAVIES FAMILY SURVIVORSHIP TRUST	DE	TJD VENTURES, LLC	C	Control
DAVIES FAMILY SURVIVORSHIP TRUST	DE	TJD VENTURES, LLC	C	Control
DAVIES, AIDAN, DORRANCE	I	DAVIES FAMILY SURVIVORSHIP TRUST	C	Control
DAVIES, AUDREY, MICHELLE	I	DAVIES FAMILY SURVIVORSHIP TRUST	C	Control
DAVIES, BRENDAN, MITCHELL	I	DAVIES FAMILY SURVIVORSHIP TRUST	C	Control
DAVIES, MICHAEL, JOSEPH	I	DAVIES FAMILY SURVIVORSHIP TRUST	C	Control
DAVIES, THEODORE, JOSEPH	I	TJD VENTURES, LLC	C	Control
DAVIES, THEODORE, JOSEPH	I	TJD VENTURES, LLC	C	Control
DAVIES, THEODORE, JOSEPH	I	TJD VENTURES, LLC	C	Control
DAVIES, THEODORE, JOSEPH	I	TJD VENTURES, LLC	C	Control
DAVIES, THEODORE, JOSEPH	I	TJD VENTURES, LLC	C	Control
FUNSTON, GRACE, CATHERINE	I	FUNSTON FAMILY IRREVOCABLE TRUST	C	Control
FUNSTON, REID, THOMAS	I	WARAMAUG VENTURES, LLC	C	Control
FUNSTON, REID, THOMAS	I	WARAMAUG VENTURES, LLC	C	Control
FUNSTON, REID, THOMAS	I	WARAMAUG VENTURES, LLC	C	Control
FUNSTON, REID, THOMAS	I	WARAMAUG VENTURES, LLC	C	Control
FUNSTON, REID, THOMAS	I	WARAMAUG VENTURES, LLC	C	Control
FUNSTON, REID, THOMAS	I	FUNSTON FAMILY IRREVOCABLE TRUST	C	Control
FUNSTON, SIDNEY, ROSE	I	FUNSTON FAMILY IRREVOCABLE TRUST	C	Control
FUNSTON, WILLIAM, HENRY	I	FUNSTON FAMILY IRREVOCABLE TRUST	C	Control

Registrations

Federal

Jun 27, 2025 REGISTERED

Notice Filings (1)

Address

3166 MATHIESON DRIVE
SUITE 200
ATLANTA, GA 30305
United States

Phone: 404-328-2120