REDE Wealth, LLC
SEC RegisteredWhat does wealth mean to you?
About the firm
Rede Wealth is an independent wealth management firm founded in Charlottesville, Virginia, whose clients span the United States. The firm operates as a fee-only, independently owned and operated investment advisory firm that provides thoughtful, independent advice with the goal of helping clients secure their financial well-being and create a sustainable financial lifestyle. Rede was born out of a desire to get back to basics and place the client-advisor relationship at the center of everything.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and investment advisory services, including assessing client circumstances and financial portfolios, establishing investment allocations, developing personalized Investment Process and Philosophy, financial planning, and portfolio management ranging from ongoing education to entirely hands-off portfolio management. The firm is fee-only and does not prepare legal documents, tax returns, or sell insurance products.
Who they serve
Individuals across the United States, including those navigating life transitions such as divorce or the death of a partner, as well as current and future clients seeking to secure their financial well-being; the firm has eliminated account minimums to be accessible to a broad range of clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 165 | $45M |
| High Net Worth Individuals | 54 | $298M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $2.7M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REDE Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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