Rehmann Wealth

Registered investment adviser · Lansing, MI · CRD #123047

Form ADV data as of 2026-09-01

Regulatory assets

$5.27 billion

Total accounts

6,020

Employees

Disclosure events

Firm details

Website: https://www.rehmann.com/solutions/wealth-planning
Telephone: 517-316-2400
SEC file number: 801-64587
Most recent Form ADV filing: 2026-03-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$3.99 billion
Non-discretionary regulatory assets under management	$1.29 billion
Total regulatory assets under management	$5.27 billion
Discretionary accounts	5,635
Non-discretionary accounts	385
Total accounts	6,020
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	39
Employees performing investment advisory functions (including research)	39
Employees who are registered representatives of a broker-dealer	23
Employees registered as investment adviser representatives with a state	31
Employees registered as IARs for another investment adviser	1
Employees who are licensed insurance agents	23
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$3.99 billion
Clients for whom a related person has custody	2,283
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Other

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerAccountant or accounting firmInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	1,063	$227.7 million
High net worth individuals	1,123	$3.16 billion
Pension and profit sharing plans (not the participants or government plans)	267	$1.45 billion
Charitable organizations	13	$109.3 million
Insurance companies	0	$414,000
Corporations or other businesses not listed above	83	$320.6 million