Leslie Rea
AG Wealth Management · Irvine, California
Leslie Rea is a fee-only financial advisor at AG Wealth Management in Irvine, California, who holds the CFP credential. AG Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | AG Wealth Management |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.5M across 71 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6912959 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | agwealthm.com |
How Leslie's firm compares
- AG Wealth Management's average account is about $218,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Leslie
Is Leslie Rea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leslie holds no broker registration, and AG Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leslie charge for financial advice?
Leslie's firm, AG Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leslie Rea based?
Leslie Rea is based in Irvine, California.
What credentials does Leslie Rea hold?
Leslie Rea holds the CFP credential.
Is Leslie Rea registered with the SEC?
Yes. Leslie Rea is registered as an investment adviser representative in CA (CRD 6912959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AG Wealth Management manage?
AG Wealth Management reports $15.5M across 71 accounts in assets under management.
How do I contact Leslie Rea?
Through Leslie's website, agwealthm.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
- 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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