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Home > Retirement Planners > virginia > charlottesville > REDE WEALTH, LLC
REDE WEALTH, LLC
600 Peter Jefferson Parkway
Suite 250
Charlottesville, Virginia 22911
Tel: (434) 974-3500
About REDE WEALTH, LLC
REDE WEALTH, LLC, formally registered with the SEC as REDE WEALTH, LLC. The firm was established in 01/02/2015. They have over 1 offices throughout the country.
REDE WEALTH, LLC is a Charlottesville, Virginia based Financial Planning firm with nearly $262,316,158 assets under management, offering retirement planning & investment advisory services to 505 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173346 |
| SEC# | 801-80719 |
| Assets Managed by Firm | $262,316,158 |
| No. of Clients | 505 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 505 | $262,316,158 |
| Individuals (other than high net worth individuals) | 174 | $42,252,054 |
| High net worth individuals | 42 | $216,610,359 |
| Charitable organizations | 1 | $9,821 |
| Corporations or other businesses | 2 | $265,506 |
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