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Reframe Wealth, LLC

● SEC registered since 2021CRD 313386SEC# 801-120695Fairfax, VA
Export (members)
Reg. AUM
$345.8M
Employees
4
Accounts
575
Location
Fairfax, VA

Reframe Wealth, LLC assets under management

Reframe Wealth, LLC operates as an SEC-registered investment adviser based in Fairfax, VA. The firm has been registered since 2021. It reports $345.8 million in regulatory assets under management and employs 4 people.
www.reframewealth.comView on SEC.gov ↗

Reframe Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jessica Lauren Doll ControlPrincipal, Co-Founder And Chief Compliance Officer25-50%2021
Mitchell McCoy Falter ControlMember / Principal And Co-Founder50-75%2021

Frequently asked questions

How much does Reframe Wealth, LLC manage?

Reframe Wealth, LLC reports $345.8 million in regulatory assets under management on its Form ADV.

How many employees does Reframe Wealth, LLC have?

Reframe Wealth, LLC reports 4 employees.

Where is Reframe Wealth, LLC located?

Reframe Wealth, LLC is based in Fairfax, 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

Address3251 Blenheim Boulevard, Suite 502, Fairfax, VA 22030
Phone(571) 354-8471
Office hours8:30a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$345.8M
Non-discretionary$0
Total (RAUM)$345.8M