Rede Wealth, LLC
Firm details
- Headquarters
- Charlottesville, Virginia
- CRD number
- 173346
- Registered since
- January 2, 2015
- Website
- redewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.15%
- Individuals12.95%
- Pooled Investment Vehicles0.78%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Rede Wealth, LLC is an independent registered investment adviser that has been SEC-registered since 2015. The firm acts as a capital allocator for both individual and family clients as well as institutional clients, offering a mix of financial planning and portfolio management services for individuals, small businesses, and institutions. Part of its advisory capabilities includes selecting third-party managers for clients. Fee arrangements include percentage-of-assets and fixed-fee structures. Rede Wealth does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents8%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$85.8M in ETFs
88%
$75.2M
10%
$10.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $11.5M | 68,988 | 13.37% |
Location
Charlottesville, VA
Albemarle
Location
Charlottesville, VA
Headquartered in Charlottesville, VA, in the South of the United States.
- Region
- South
- County
- Albemarle
- Address
- 600 Peter Jefferson Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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