Tabitha Ann Williams
Investment adviser representative at Reify Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$524.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Reify Wealth Advisors, Inc. Fka Worley Erhart-gravesOct 2025 to now
- Reify Wealth Advisors, Inc.Nov 2020 to now
- Worley Erhart-graves Financial Advisors, Inc.Aug 2020 to Oct 2025
- The Just CompanyApr 2015 to Jul 2020
- Triad Advisors, Inc.Mar 2015 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Reify Wealth Advisors, Inc.
$524.4MAssets managed
247Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5829071
- Firm CRD
- 121978