Reframe Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairfax, VA. Its latest Form ADV filing, dated April 24, 2026, reports $395M in regulatory assets under management, 5 employees, and 662 accounts.
Assets Under Management
$395M
Employees
5
Offices
--
Total Clients
235
Primary office
FAIRFAX, VA
3251 BLENHEIM BOULEVARD, SUITE 502, FAIRFAX, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
135
2
HNWI
42.6%
100
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$395Mas of April 24, 2026
Discretionary99.7%
$394M
100% of total RAUM99.7%
Non-discretionary0.3%
$1M
0% of total RAUM0.3%
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$395M
Total Accounts662
10Y AUM Change+$395M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee47:1
10Y Employee Change+1 (+25.0%)
* 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.