Rezny Wealth Management, Inc.

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 109638 · SEC file 801-79468 · Fort Myers, FL · WWW.REZNYWEALTH.COM

☆ Save with Pro ADV data as of Jul 13, 2026

Regulatory AUM: $576M
Discretionary: $576M
Clients: 275
Avg AUM / client: $2.1M
Accounts: 275
Employees: 7

AUM over time

$69.9M $576M

Dec 2011 Jul 2026

Annual snapshots from Form ADV filings · as of Jul 13, 2026

Investments (13F portfolio — 37 positions, $578,600,019)

13F period Jun 30, 2026

#	Issuer	Class	Value	Shares	% of 13F	% of AUM
1	Vanguard Index Fds	GROWTH ETF	$171,741,108	1,993,744	29.7%	29.8%
2	Ishares Tr	CORE S&P500 ETF	$154,017,466	205,661	26.6%	26.7%
3	Vaneck Etf Trust	SEMICONDUCTR ETF	$60,865,040	92,798	10.5%	10.6%
4	Select Sector Spdr Tr	ST STR TECHN ETF	$37,473,379	196,690	6.48%	6.51%
5	Select Sector Spdr Tr	ST STR FINL ETF	$21,975,382	409,912	3.8%	3.82%
6	J P Morgan Exchange Traded F	EQUITY PREMIUM	$20,009,396	354,274	3.46%	3.47%
7	Invesco Qqq Tr	UNIT SER 1	$15,397,388	20,909	2.66%	2.67%
8	Ishares Tr	FLTG RATE NT ETF	$10,494,349	205,570	1.81%	1.82%
9	Ishares Tr	20 YR TR BD ETF	$7,123,946	82,434	1.23%	1.24%
10	Ishares Tr	7-10 YR TRSY BD	$7,094,831	75,022	1.23%	1.23%
11	Micron Technology Inc	COM	$6,626,779	5,741	1.15%	1.15%
12	Advanced Micro Devices Inc	COM	$6,372,002	10,969	1.1%	1.11%
13	Celestica Inc	COM	$5,928,365	16,251	1.02%	1.03%
14	Vanguard Scottsdale Fds	SHRT TRM CORP BD	$5,111,739	64,681	0.88%	0.89%
15	Alphabet Inc	CAP STK CL A	$4,199,812	11,752	0.73%	0.73%
16	Coherent Corp	COM	$3,799,535	9,632	0.66%	0.66%
17	Nvidia Corporation	COM	$3,681,664	18,400	0.64%	0.64%
18	Jpmorgan Chase & Co	COM	$3,566,260	10,895	0.62%	0.62%
19	Ciena Corp	COM NEW	$3,475,618	7,085	0.6%	0.6%
20	Amazon Com Inc	COM	$2,794,775	11,726	0.48%	0.49%
21	Goldman Sachs Group Inc	COM	$2,566,857	2,538	0.44%	0.45%
22	Tesla Inc	COM	$2,502,991	5,951	0.43%	0.43%
23	Berkshire Hathaway Inc Del	CL B NEW	$2,419,386	4,835	0.42%	0.42%
24	L3 Harris Technologies Inc	COM	$2,415,675	8,313	0.42%	0.42%
25	Microsoft Corp	COM	$2,290,707	6,141	0.4%	0.4%

Top 25 of 37 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	75	$56.0M	9.72%
High net worth individuals	200	$520M	90.3%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Brian Charles Rezny	Owner/President/Chief Compliance Officer	CFP	May 1992 (34y)	75% or more
Jessica Ann Stanley	Registered representative		Jun 2012 (14y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	07/13/2026	931 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges

Services

• Financial planning services
• Portfolio management for individuals/small businesses

Custody

Reported custodians

Charles Schwab & Co. $574M (100% of AUM) Jul 2026
Nationwide Securities, Llc $2.0M (0% of AUM) Jul 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.

View current Form ADV (SEC/IAPD) ↗