Reframe Wealth, LLC

Reframe Wealth, LLC (CRD# 313386) is a financial advisory firm headquartered in Fairfax, VA. They manage $279,258,718 in 462 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
3251 Blenheim Boulevard, Suite 502, Fairfax, VA 22030
https://www.reframewealth.com
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $604,456
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NC, PA, TX, VA

Financial Advisors at Reframe Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jessica Doll, financial advisor Fairfax VA
Jessica L. Doll
CRD#: 5969842
3251 Blenheim Boulevard, Suite 502, Fairfax, VA 22030

Jessica Doll (CRD# 5969842) is an Investment Advisor Representative working at Reframe Wealth, LLC in Fairfax, VA and has over 12 years of experience in the finance industry. Jessica Doll 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Mitchell Falter, financial advisor Fairfax VA
Mitchell M. Falter
CRD#: 3135381
3251 Blenheim Boulevard, Suite 502, Fairfax, VA 22030

Mitchell Falter (CRD# 3135381) is an Investment Advisor Representative working at Reframe Wealth, LLC in Fairfax, VA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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