Reicon Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Reicon Wealth Advisors, LLC

Atlanta, GA Website LinkedIn

AUM

$220.1M
Regulatory AUM

Private funds

2
Private Equity 2

Private fund assets

$3.9M
Gross asset value

Employees

5

Last Form D raise

Apr 2022
Most recent fund filing

From SEC Form ADV filing (filed Jul 14, 2026). View on SEC

People(14)

Owners and executive officers named on the firm's SEC Form ADV.

A
Member, Davies Family Survivorship Trust
A
Member, Davies Family Survivorship Trust
B
Member, Davies Family Survivorship Trust
D
Member, Bmaa Special Asset Trust
F
Trustee, Mathieson Ventures
G
Member, Funston Family Irrevocable Trust
L
Trustee, Mathieson Ventures
M
Member, Davies Family Survivorship Trust
R
Member, Funston Family Irrevocable Trust
R
Managing Partner, Chief Compliance Officer
S
Member, Funston Family Irrevocable Trust
S
Managing Director, Chief Operating Officer

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Rwa Direct Investments II, LLCPrivate Equity$2.1M$1.0M2Apr 2022Cold
Rwa Direct Investments I, LLCPrivate Equity$1.8M$1.0M2Nov 2021Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
315043
SEC file number
801-128295

Sources