← Directory
REFRAME WEALTH, LLC
CRD 313386File 801-120695
APPROVED
Retail clients
Custody
Filing as of Apr 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$394.8M
Below cohort median (national)
Discretionary AUM
$393.7M
Non-discretionary $1.2M
Clients
235
662 accounts
Employees
5
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 2, 2021
- Principal office
- 3251 BLENHEIM BOULEVARD, SUITE 502, FAIRFAX, VA, 22030
- Phone
- (571) 354-8471
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $394.8M
- Discretionary AUM
- $393.7M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 641
- Non-discretionary accounts
- 21
- Total accounts
- 662
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $311.8M |
| Individuals (other than high net worth individuals) | 135 | $83.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.