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Rede Wealth, LLC

● SEC registered since 2015CRD 173346SEC# 801-80719Charlottesville, VA
Export (members)
Reg. AUM
$313.3M
Employees
4
Accounts
490
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 $313.3 million in regulatory assets under management and employs 4 people.

Rede Wealth, LLC owners & executives

5 reported
NameTitleOwnershipSince
Jean Elizabeth Carlin ControlChief Compliance OfficerUnder 5%2015
Leviathan Capital Ventures, LLC ControlMember25-50%2015
Matthew H Dawson ControlMember And Chief Operating Officer25-50%2015
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Frequently asked questions

How much does Rede Wealth, LLC manage?

Rede Wealth, LLC reports $313.3 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

Address600 Peter Jefferson Parkway, Suite 250, Charlottesville, VA 22911
Phone(434) 974-3500
Fax(434) 974-3510
Office hours8:30 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$230.7M
Non-discretionary$82.7M
Total (RAUM)$313.3M