REFRAME WEALTH, LLC
Firm details
- Headquarters
- FAIRFAX, Virginia
- CRD number
- 313386
- Registered since
- April 2, 2021
- Website
- www.reframewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.96%
- Individuals21.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Reframe Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2021. The firm is individually owned and serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage of assets under management with fixed fees. Reframe identifies as an active ESG investor and does not function as a capital allocator that sponsors or manages pooled funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
- State & Local Bonds1%
Contacts
3 of 5Malee Turner
Associate AdvisorCRD 7752384
MITCHELL FALTER
Co-founder & Financial PlannerCRD 3135381
Jon Marable
Lead AdvisorCRD 6482591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$339M in ETFs
100%
$337M
0%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR(R) PORTFOLIO S&P 500 GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $61.5M | 1,212,962 | 18.15% |
Location
FAIRFAX, VA
FAIRFAX CITY
Location
FAIRFAX, VA
Headquartered in FAIRFAX, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX CITY
- Address
- 3251 Blenheim Blvd
- Time zone
- ET (UTC-5)
- Office locations
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