Reframe Wealth, LLC

RIASEC Registered
Total AUM
$395M
Discretionary
$394M
100% of AUM
Avg account
$596K
Accounts
662
Employees
5
Advisory reps
5

Firm details

Headquarters
Vienna, 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

FINTRX

Overview

Reframe Wealth, LLC is an independent RIA organized as an LLC that provides financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2021) and serves primarily individual and family clients. Its billing combines a percentage-of-AUM fee schedule with select fixed fees. Reframe Wealth describes itself as an active ESG investor and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Cash & Cash Equivalents 4%, Exchange Traded Equities 3%, State & Local Bonds 1%93%
  • Public Funds/Mutual Funds93%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities3%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$339M in ETFs

Passive

100%

$337M

Active

0%

$1.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR(R) PORTFOLIO S&P 500 GROWTH ETF (SPYG)State StreetPassiveLarge Growth$61.5M1,212,96218.15%
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Location

Primary office

Vienna, VA

Fairfax

Location

Vienna, VA

Headquartered in Vienna, 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
Address
2650 Park Tower Dr
Time zone
ET (UTC-5)
Office locations

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