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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