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REFRAME WEALTH, LLC

CRD 313386 · SEC 801-120695

Visit website

3251 BLENHEIM BOULEVARD, SUITE 502, FAIRFAX, VA, 22030, United States

Phone

(571) 354-8471

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$394.8M

Discretionary AUM

$393.7M

Team

5 total employees; 4 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals135$83.1M
High net worth individuals100$311.8M

States served

CA, DC, MD, NJ, NY, NC, PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD