Rede Wealth, LLC
● SEC registered since 2015CRD 173346SEC# 801-80719Charlottesville, VA
Reg. AUM
$346.1M
Employees
4
Accounts
500
Location
Charlottesville, VA
Rede Wealth, LLC assets under management
Rede Wealth, LLC operates as an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 2015. It reports $346.1 million in regulatory assets under management and employs 4 people.
Rede Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jean Elizabeth Carlin Control | Chief Compliance Officer | Under 5% | 2015 |
| Leviathan Capital Ventures, LLC Control | Member | 25-50% | 2015 |
| Matthew H Dawson Control | Member And Chief Operating Officer | 25-50% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Rede Wealth, LLC manage?
Rede Wealth, LLC reports $346.1 million in regulatory assets under management on its Form ADV.
How many employees does Rede Wealth, LLC have?
Rede Wealth, LLC reports 4 employees.
Where is Rede Wealth, LLC located?
Rede Wealth, LLC is based in Charlottesville, VA and has been SEC-registered since 2015.
Does Rede Wealth, LLC disclose fund performance?
Rede Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Peter Jefferson Parkway, Suite 250, Charlottesville, VA 22911 |
| Phone | (434) 974-3500 |
| Fax | (434) 974-3510 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$346.1M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$346.1Mregulatory AUM
Discretionary $247.7MNon-discretionary $98.4M