Rede Wealth, LLC
Rede Wealth, LLC (CRD# 173346) is a financial advisory firm headquartered in Charlottesville, VA. They manage $262,316,158 in 505 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management262MILLION
-
Total Number of Accounts505ACCOUNTS
-
Average Account Value$519,438
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, FL, MD, NC, NY, SC, TX, VA
Financial Advisors at Rede Wealth, LLC
1
Matthew Dawson (CRD# 5439923) is an Investment Advisor Representative working at Rede Wealth, LLC in Charlottesville, VA and has over 16 years of experience in the finance industry.
2
Stephen J. McNaughton
CRD#:
4418671
600 Peter Jefferson Parkway, Suite 250,
Charlottesville,
VA
22911
Stephen McNaughton (CRD# 4418671) is an Investment Advisor Representative working at Rede Wealth, LLC in Charlottesville, VA and has over 22 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.