Jeremy Reif
Point Wealth Management · Wausau, Wisconsin
Jeremy Reif is a fee-only financial advisor at Point Wealth Management in Wausau, Wisconsin. Point Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Point Wealth Management |
|---|---|
| Based in | Wausau, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $32.3M across 239 accounts |
| SEC registration | Investment adviser representative in WI · CRD 4815206 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.pointwealthmanagement.com |
| Profile |
How Jeremy's firm compares
- Point Wealth Management's average account is about $135,000, from its Form ADV (assets managed divided by 239 accounts).
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Questions about Jeremy
Is Jeremy Reif a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Point Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Point Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeremy Reif based?
Jeremy Reif is based in Wausau, Wisconsin.
Is Jeremy Reif registered with the SEC?
Yes. Jeremy Reif is registered as an investment adviser representative in WI (CRD 4815206), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Point Wealth Management manage?
Point Wealth Management reports $32.3M across 239 accounts in assets under management.
How do I contact Jeremy Reif?
Through Jeremy's website, www.pointwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Point Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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