Rede Wealth, LLC
Rede Wealth, LLC is an SEC-registered wealth manager in Charlottesville, VA with $346.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Rede Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173346, SEC 801-80719, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $346.1M (2026-02-24)
- Firm type
- Wealth Manager
- Location
- Charlottesville, VA
- Employees
- 4
- Clients
- 224
- CRD
- 173346
- Ownership
- DAWSON, MATTHEW, H; CARLIN, JEAN, ELIZABETH; LEVIATHAN CAPITAL VENTURES, LLC; MCNAUGHTON, STEPHEN, JAMES; BROWN, SCOTT, MICHAEL
How much AUM does Rede Wealth, LLC have?
Rede Wealth, LLC reported $346.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Rede Wealth, LLC?
Disclosed owners and executives of Rede Wealth, LLC include DAWSON, MATTHEW, H, CARLIN, JEAN, ELIZABETH, LEVIATHAN CAPITAL VENTURES, LLC, MCNAUGHTON, STEPHEN, JAMES, BROWN, SCOTT, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.