REFRAME WEALTH, LLC

3251 Blenheim Boulevard
Suite 502
Fairfax, Virginia 22030
Tel: (571) 354-8471

About REFRAME WEALTH, LLC

REFRAME WEALTH, LLC, formally registered with the SEC as REFRAME WEALTH, LLC. The firm was established in 04/02/2021. They have over 1 offices throughout the country.

REFRAME WEALTH, LLC is a Fairfax, Virginia based Financial Planning firm with nearly $334,485,287 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313386
SEC#	801-120695
Assets Managed by Firm	$334,485,287
No. of Clients	557
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

Firm Client Information

	No. of Clients	AUM
Firm Total	557	$334,485,287
Individuals (other than high net worth individuals)	132	$167,990,462
High net worth individuals	72	$159,947,322
Other investment advisers	6	$6,547,503

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VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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