# Reno Tahoe Wealth Management

> Mobile access to financial account information and direct contact with wealth managers. (iPhone/iPad app by Reno Tahoe Wealth Management.)

- Source: https://appshunter.io/ios/app/reno-tahoe-wealth-management/id6502454615 (this page in markdown: same URL + `.md`)
- Developer: [Reno Tahoe Wealth Management](https://appshunter.io/developer/1745534090)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2024-05-09
- Data updated: 2026-07-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/reno-tahoe-wealth-management/id6502454615/reviews.md

## What is Reno Tahoe Wealth Management?

This Mobile App allows you to view account information, balances and easily contact RTWM.

## Key features

- View account information
- Check balances
- Direct contact with RTWM
- Secure mobile access


## Frequently asked questions about Reno Tahoe Wealth Management

### What can I do with Reno Tahoe Wealth Management?

Reno Tahoe Wealth Management allows you to view your account information and balances. You can also easily contact your RTWM representatives directly through the app.

### Is Reno Tahoe Wealth Management free to use?

Yes, Reno Tahoe Wealth Management is available for free download and use. There are no charges associated with accessing your account information or contacting your advisors through the app.

### What devices does Reno Tahoe Wealth Management support?

Reno Tahoe Wealth Management is designed for iOS devices, including iPhone, iPad, and iPod. It is optimized for mobile use on these platforms.

### How secure is Reno Tahoe Wealth Management?

While specific security protocols are not detailed, financial management apps typically employ industry-standard security measures to protect user data. The app is rated for ages 4 and up, suggesting a focus on general accessibility.

### How often is Reno Tahoe Wealth Management updated?

The latest version of Reno Tahoe Wealth Management is 5.22.1, last updated on February 6, 2026. This indicates a recent and active development cycle for the application.

### What is the user rating for Reno Tahoe Wealth Management?

Reno Tahoe Wealth Management has an exceptional rating of 5.0 stars based on one user review. This suggests a highly positive initial user experience.

### Does Reno Tahoe Wealth Management have ads?

No, Reno Tahoe Wealth Management does not contain advertisements. The app is free and does not feature any in-app advertisements.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.22.1 — 2026-02-06

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-15

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

## Apps similar to Reno Tahoe Wealth Management

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [FAB Investor Relations](https://appshunter.io/ios/app/fab-investor-relations/id991660160) | 1.0 (1) | Free | Finance |
| [Heartland Bank (NE)](https://appshunter.io/ios/app/heartland-bank-ne/id995343499) | 4.9 (362) | Free | Finance |
| [Heritage Bank NV](https://appshunter.io/ios/app/heritage-bank-nv/id6474212273) | 4.8 (660) | Free | Finance |
| [Ag Source](https://appshunter.io/ios/app/ag-source/id1470442869) | 5.0 (2) | Free | Finance |
| [The Bank KS](https://appshunter.io/ios/app/the-bank-ks/id943482586) | 4.2 (12) | Free | Finance |
| [Fuel Monitor Pro](https://appshunter.io/ios/app/fuel-monitor-pro/id600375778) | 4.4 (790) | $1.99 | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-22.*