REDE WEALTH, LLC

RIASEC RegisteredEst. 2015

Total AUM

$346M

Discretionary

$248M

72% of AUM

Avg account

$692K

Accounts

500

Employees

Advisory reps

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

FINTRX

Overview

Rede Wealth, LLC is an independent registered investment adviser organized as a limited liability company and operating as a capital allocator for individual, family and institutional clients. The firm’s advisory mandate centers on discretionary portfolio management and financial planning for individuals and small businesses, plus portfolio management services for larger business or institutional clients. Rede Wealth also provides selection-of-other-advisers services, which it uses to access external specialized managers when appropriate. The firm’s portfolio posture favors publicly traded equities—both individual stocks and ETFs—while supplementing equity exposure with third-party real estate strategies. Rede Wealth charges a mix of AUM-based and fixed fees. It does not present itself as an active ESG investor and is not registered as a multi-state adviser.