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REDE WEALTH, LLC
CRD 173346File 801-80719
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$346.1M
Below cohort median (national)
Discretionary AUM
$247.7M
Non-discretionary $98.4M
Clients
224
500 accounts
Employees
4
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 2, 2015
- Principal office
- 600 PETER JEFFERSON PARKWAY, SUITE 250, CHARLOTTESVILLE, VA, 22911
- Phone
- (434) 974-3500
- Website
- HTTP://WWW.REDEWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $346.1M
- Discretionary AUM
- $247.7M
- Non-discretionary AUM
- $98.4M
- Discretionary accounts
- 349
- Non-discretionary accounts
- 151
- Total accounts
- 500
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $442K |
| Charitable organizations | Fewer than 5 | $0 |
| High net worth individuals | 54 | $298.2M |
| Pooled investment vehicles | 1 | $2.7M |
| Individuals (other than high net worth individuals) | 165 | $44.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 221 | 224 | increased by3 |
| Mar 1, 2026 | AUM | $313,317,703 | $346,105,910 | increased by$32,788,207 |
| Mar 1, 2026 | Accounts | 490 | 500 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 202 | 221 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $245,974,700 | $313,317,703 | increased by$67,343,003 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 468 | 490 | increased by22 |
| Apr 1, 2022 | Clients | 216 | 202 | decreased by14 |
| Apr 1, 2022 | AUM | $193,647,000 | $245,974,700 | increased by$52,327,700 |
| Apr 1, 2022 | Accounts | 358 | 468 | increased by110 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REDE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REDE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.