CHARLOTTESVILLE, VACRD 173346Latest ADV February 24, 2026
Rede Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated February 24, 2026, reports $346M in regulatory assets under management, 4 employees, and 500 accounts.
Assets Under Management
$346M
Employees
4
Offices
--
Total Clients
224
Primary office
CHARLOTTESVILLE, VA
600 PETER JEFFERSON PARKWAY, SUITE 250, CHARLOTTESVILLE, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.7% of total clients.
Top client categories% of clientsClients
1
Individuals
73.7%
165
2
HNWI
24.1%
54
3
Corporations
1.3%
3
4
Pooled Investment Vehicles
0.4%
1
5
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$346Mas of February 24, 2026
Discretionary71.6%
$248M
72% of total RAUM71.6%
Non-discretionary28.4%
$98M
28% of total RAUM28.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$346M
Total Accounts500
10Y AUM Change+$230M (+197.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee56:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.