Max William Feller
Investment adviser representative at Rea Wealth Management
16 yearsExperience
1 stateRegistered in
$892.3MFirm assets
28 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
16 years in the industry.
- Commonwealth Financial NetworkMay 2022 to now
- Rea Wealth ManagementMay 2022 to now
- The Huntington Investment CompanySep 2021 to May 2022
- The Huntington National BankSep 2021 to May 2022
- W&s Brokerage ServicesJul 2020 to Aug 2021
- Western Southern LifeJun 2020 to Aug 2021
- Pro Football Hall of FameAug 2018 to Jun 2020
- Atwood Dock Bar/grillJul 2018 to Aug 2018
- University of Mount UnionAug 2017 to Jul 2018
- Huebner ChevroletMay 2017 to Aug 2017
- UnemployedJun 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Rea Wealth Management
Legal name: Investment Partners Ltd
$892.3MAssets managed
938Clients
11Advisers
28 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
- 7282538
- Firm CRD
- 108913