Realized gives you the tools and knowledge to manage your investment property wealth with the same sophistication used to manage stocks and bonds. 

Real Estate

Realized

Realized's headquarters in Austin, TX, United States

David Wieland

Pat Jancsy

Trey Robinson

Drew Reynolds

David Dahill

Clay Schmidt

Kevin Dunlap

Scott Ingraham

This department oversees financial planning and investment strategies to help clients grow and manage their wealth.

Wealth Management

The leadership team at Realized has experience in a variety of industries, including sales, finance, and business. They have interned at Texas Legislative Service and Employ Trust Drug & Background Screening. They also have a degree from the Texas McCombs School of Business in finance and business.

Leadership Team

This department is responsible for overseeing client accounts and ensuring customer satisfaction through effective communication and support.

Account Management

This department oversees governance and provides strategic guidance for the organization.

Board Management

This department is responsible for ensuring adherence to regulations and managing risks associated with financial practices.

Compliance and Due Diligence

This department manages the organization's financial planning, reporting, and compliance functions.

Realized

Org chart

Board & advisors

Teams

Wealth Management

Leadership Team

Account Management

Board Management

Compliance and Due Diligence

Finance Department

Offices

Realized

Org chart

Board & advisors

Teams

Wealth Management

Leadership Team

Account Management

Board Management

Compliance and Due Diligence

Finance Department

Offices

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