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Reuter James Wealth Management, LLC
Reuter James Wealth Management, LLC is a fee-only registered investment advisory firm headquartered in Oklahoma City, Oklahoma, founded in 2021. The firm provides comprehensive financial planning, portfolio management, and pension consulting services tailored for individuals, high net worth individuals, pension/profit sharing plans, and charitable organizations. Services are designed with transparency, offering percentage-of-AUM fees, hourly, or fixed fees, and clients benefit from customized solutions, ongoing monitoring, and educational outreach. The team has about 3 employees, operating exclusively from its Oklahoma City location and is regulated by the SEC.
Investment Strategy
Reuter James Wealth Management adopts a holistic and client-focused approach, developing personalized investment plans based on each client's goals, risk tolerance, and financial situation. The firm emphasizes proactive financial planning, strategic asset allocation, and disciplined portfolio management, seeking to create diversified portfolios for long-term growth and stability. They also offer market timing services for select clients and assist with estate, tax, and retirement planning. The strategy includes ongoing monitoring and adjustments to portfolios as market conditions and client needs evolve, with a fiduciary duty to act in clients' best interests under a transparent, fee-only model.
Latest 13F Filing Activity
Reuter James Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 229 equity positions with a total 13F market value of $703M. The fund increased holdings in Capital Group Dividend Growe, Kraneshares Trust, Select Sector SPDR TR among other positions. Reuter James Wealth Management, LLC reduced exposure to SPDR Series Trust, Wisdomtree TR, Ishares TR among others.
Top Holdings
Equity Positions (229)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMT | WALMART INC | 7.59% | $53.4M | 518,313 | $77.31 | $103.06 | +$2.7M |
I IAU | ISHARES GOLD TR | 6.07% | $42.7M | 587,079 | $41.03 | $72.77 | +$8.8M |
T TUA | SIMPLIFY EXCHANGE TRADED FUN | 3.47% | $24.4M | 1,116,913 | $21.98 | $21.87 | +$1.2M |
X XOM | EXXON MOBIL CORP | 2.83% | $19.9M | 176,736 | $75.06 | $112.75 | +$891.2K |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.82% | $19.9M | 472,660 | $37.89 | $42.03 | +$5.4M |
Industry Allocation
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