INVESTMENT PARTNERS LTD
Doing business as REA WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$892,284,139
Discretionary
$880,997,785
Non-discretionary
$11,286,354
Firm details
- CRD number
- 108913
- SEC file number
- 801-55069
- Main office
- NEW PHILADELPHIA, OH, United States
- Employees
- 20
- SEC status
- Approved
- Website
- HTTP://WWW.INVP.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.