Rede Wealth, LLC

Rede Wealth, LLC (CRD# 173346) is a financial advisory firm headquartered in Charlottesville, VA. They manage $100,403,000 in 418 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $240,199
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, LA, MA, MD, ME, NC, NJ, NY, PA, SC, TX, VA

Financial Advisors at Rede Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew H. Dawson
CRD#: 5439923
609 West Main Street, Charlottesville, VA 22903
96
Wealthminder
score

Matthew Dawson (CRD# 5439923) is an Investment Advisor Representative working at Rede Wealth, LLC in Charlottesville, VA and has over 8 years of experience in the finance industry. Matthew Dawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen J. McNaughton
CRD#: 4418671
609 West Main Street, Charlottesville, VA 22903
93
Wealthminder
score

Stephen McNaughton (CRD# 4418671) is an Investment Advisor Representative working at Rede Wealth, LLC in Charlottesville, VA and has over 15 years of experience in the finance industry.

3
Charles Almy
CRD#: 700043
609 West Main Street, Charlottesville, VA 22903
83
Wealthminder
score

Charles Almy (CRD# 700043) is an Investment Advisor Representative working at Rede Wealth, LLC in Charlottesville, VA and has over 34 years of experience in the finance industry.

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