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REDE WEALTH, LLC
CRD 173346 · SEC 801-80719
600 PETER JEFFERSON PARKWAY, SUITE 250, CHARLOTTESVILLE, VA, 22911, United States
Phone
(434) 974-3500
Fax
(434) 974-3510
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$346.1M
Discretionary AUM
$247.7M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 165 | $44.8M |
| High net worth individuals | 54 | $298.2M |
| Pooled investment vehicles | 1 | $2.7M |
| Charitable organizations | 1 | $0 |
| Corporations/business entities | 3 | $442K |
States served
DC, MD, NY, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD