{
  "crd_number": 173346,
  "slug": "rede-wealth-llc-charlottesville-va-173346",
  "primary_business_name": "REDE WEALTH, LLC",
  "legal_name": "REDE WEALTH, LLC",
  "dbas": [],
  "city": "Charlottesville",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "16820",
  "metro": {
    "cbsa_code": "16820",
    "common_name": "Charlottesville",
    "msa_name": "Charlottesville, VA",
    "path": "/advisors/va/charlottesville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-01-02",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 346105910.0,
  "raum_discretionary": 247679564.0,
  "raum_non_discretionary": 98426346.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 44809173.0,
      "count": 165
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 298160246.0,
      "count": 54
    },
    "pooled_investment_vehicles": {
      "raum": 2694085.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 442406.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "DC",
    "FL",
    "MD",
    "NC",
    "NY",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://redewealth.com",
    "https://twitter.com/REDEWEALTH, WWW.INSTAGRAM.COM/REDEWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173346",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "CHARLOTTESVILLE",
  "url": "https://advisorcensus.com/firm/rede-wealth-llc-charlottesville-va-173346",
  "display_name": "Rede Wealth, LLC",
  "summary": "Rede Wealth, LLC is an SEC-registered investment advisory firm in Charlottesville, VA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.",
  "citation": "AdvisorCensus. Rede Wealth, LLC (CRD 173346): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Rede Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Rede Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Rede Wealth, LLC located?",
      "a": "Rede Wealth, LLC's principal office is in Charlottesville, VA, according to its Form ADV."
    },
    {
      "q": "Is Rede Wealth, LLC registered with the SEC or a state?",
      "a": "Rede Wealth, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173346."
    },
    {
      "q": "How much does Rede Wealth, LLC manage?",
      "a": "Rede Wealth, LLC reports $346,105,910 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (72% discretionary)."
    },
    {
      "q": "How have Rede Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Rede Wealth, LLC: Regulatory assets under management: $193,647,000 in the October 2021 data and $346,105,910 in the October 2026 data, up 79%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Rede Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (165); high net worth individuals (54); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Which custodians does Rede Wealth, LLC use?",
      "a": "Rede Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Rede Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173346"
    },
    {
      "q": "Does Rede Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 24, 2026 says: \"Rede Wealth does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an advisory relationship.\""
    },
    {
      "q": "What changed in Rede Wealth, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $313,317,703 to $346,105,910 (+10%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 193647000.0,
      "total_employees": 4,
      "filing_date": "2021-09-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 245974700.0,
      "total_employees": 4,
      "filing_date": "2022-04-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 239346482.0,
      "total_employees": 4,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 262316158.0,
      "total_employees": 4,
      "filing_date": "2024-02-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 313317703.0,
      "total_employees": 4,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 346105910.0,
      "total_employees": 4,
      "filing_date": "2026-02-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $313,317,703 to $346,105,910 (+10%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Rede Wealth does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an advisory relationship."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "Rede Wealth does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an advisory relationship."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "Rede Wealth does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an advisory relationship.",
      "Rede Wealth does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an advisory relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rede-wealth-llc-charlottesville-va-173346.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 165,
      "fewer_than_5": false,
      "raum": 44809173.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 54,
      "fewer_than_5": false,
      "raum": 298160246.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2694085.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 442406.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173346",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}