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Rachelle Leone Reed

FUND ARCHITECTS, LLC·HEATH, Texas
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6710 HORIZON ROAD, HEATH, TX 75032CRD# 2652916Firm CRD# 145395
01

About

Rachelle Leone Reed is a registered financial advisor based in HEATH, Texas, affiliated with FUND ARCHITECTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CABANA ADVISORS, LLC
CABANA ADVISORS, LLC
AUM
$36M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CABANA ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2652916
Firm CRD# 145395
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rachelle Leone Reed offer?
Rachelle Leone Reed specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HEATH, Texas for a consultation.
What are Rachelle Leone Reed's credentials?
Rachelle Leone Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachelle Leone Reed located?
Rachelle Leone Reed is based in HEATH, Texas, working with FUND ARCHITECTS, LLC. Their office serves clients in the HEATH metropolitan area and surrounding communities.
How does Rachelle Leone Reed charge for services?
Rachelle Leone Reed's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUND ARCHITECTS, LLC?
FUND ARCHITECTS, LLC has approximately 2 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HEATH
Tiffany Lynn Ramirez — LAKE POINT WEALTH MANAGEMENT, LLCBurt Allen Snover — FUND ARCHITECTS, LLCKeith Warrick Reed — FUND ARCHITECTS, LLCJ.c. Waller — FUND ARCHITECTS, LLCHoward Reid Johnson — LAKE POINT WEALTH MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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