# Reframe Wealth, LLC

> Reframe Wealth, LLC is an SEC-registered investment advisory firm in Fairfax, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 313386
- Filed as: REFRAME WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfax, VA
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313386
- AdvisorCensus page: https://advisorcensus.com/firm/reframe-wealth-llc-fairfax-va-313386

## Quick answers

**How is Reframe Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Reframe Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Reframe Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Reframe Wealth, LLC located?**
Reframe Wealth, LLC's principal office is in Fairfax, VA, according to its Form ADV.

**Is Reframe Wealth, LLC registered with the SEC or a state?**
Reframe Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313386.

**How much does Reframe Wealth, LLC manage?**
Reframe Wealth, LLC reports $394,837,521 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**How have Reframe Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Reframe Wealth, LLC: Regulatory assets under management: $106,000,000 in the October 2021 data and $394,837,521 in the October 2026 data, up 272%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Reframe Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (135); high net worth individuals (100).

**Which custodians does Reframe Wealth, LLC use?**
Reframe 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.

**Does Reframe Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313386

**Does Reframe Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "ReFrame Wealth generally does not impose a minimum relationship size."

**What changed in Reframe Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4. Regulatory assets under management went from $345,783,701 to $394,837,521 (+14%). Registered or notice-filed in NJ. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> ReFrame Wealth generally does not impose a minimum relationship size.

- Minimum annual fee: $6,000

> ReFrame Wealth generally imposes a minimum fee of $6,000 for new clients.

> ReFrame Wealth, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive its $6,000 minimum fee requirement, waive its fee entirely

- Flat fee: $10,000 (financial planning services)

> ReFrame Wealth offers financial planning services for an annual subscription fee or a fixed fee engagement ranging up to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $394,837,521
- Discretionary: $393,666,662
- Non-discretionary: $1,170,859

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 135 | $83,065,659 |
| High net worth individuals | 100 | $311,771,862 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DC, FL, MD, NC, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reframewealth.com
- Facebook @reframewealthmanagement
- Instagram @reframeyourwealth
- LinkedIn @reframewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,000,000 | 5 | September 2, 2021 |
| October 2022 | $178,000,000 | 4 | September 15, 2022 |
| October 2023 | $253,103,621 | 3 | May 31, 2023 |
| October 2024 | $279,258,718 | 4 | April 15, 2024 |
| October 2025 | $345,783,701 | 4 | June 21, 2025 |
| October 2026 | $394,837,521 | 5 | April 24, 2026 |

Regulatory assets under management: $106,000,000 in the October 2021 data and $394,837,521 in the October 2026 data, up 272%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $345,783,701 to $394,837,521 (+14%).
- Registered or notice-filed in NJ.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reframe Wealth, LLC (CRD 313386): Form ADV filing data as of October 2026.