Reframe Wealth, LLC
● SEC registered since 2021CRD 313386SEC# 801-120695Vienna, VA
Reg. AUM
$394.8M
Employees
5
Accounts
662
Location
Vienna, VA
About Reframe Wealth
ReFrame Wealth is a registered investment adviser offering customized portfolios, retirement transition planning, college planning, and charitable giving guidance. It offers approachable advice for clients in research and education who want clarity without financial jargon.
Summary based on the firm’s website.
Reframe Wealth, LLC assets under management
Reframe Wealth, LLC operates as an SEC-registered investment adviser based in Vienna, VA. The firm has been registered since 2021. It reports $394.8 million in regulatory assets under management and employs 5 people.
Reframe Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erin Elise Cummings Control | Chief Compliance Officer | Under 5% | 2026 |
| Jessica Lauren Doll Control | Principal And Co-Founder | 25-50% | 2021 |
| Mitchell McCoy Falter Control | Member / Principal And Co-Founder | 50-75% | 2021 |
Frequently asked questions
How much does Reframe Wealth, LLC manage?
Reframe Wealth, LLC reports $394.8 million in regulatory assets under management on its Form ADV.
How many employees does Reframe Wealth, LLC have?
Reframe Wealth, LLC reports 5 employees.
Where is Reframe Wealth, LLC located?
Reframe Wealth, LLC is based in Vienna, VA and has been SEC-registered since 2021.
Does Reframe Wealth, LLC disclose fund performance?
Reframe Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2650 Park Tower Drive, Ste 501, Vienna, VA 22180 |
| Phone | (571) 354-8471 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$394.8M▲ 14%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$394.8Mregulatory AUM
Discretionary $393.7MNon-discretionary $1.2M