REDE WEALTH, LLC

CRD 173346File 801-80719

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Feb 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$346.1M

Below cohort median (national)

Discretionary AUM

$247.7M

Non-discretionary $98.4M

Clients

224

500 accounts

Employees

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.