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Building 2REDE WEALTH, LLC

Map pinCHARLOTTESVILLE, VA
Phone(434) 974-3500
NotebookSEC #801-80719
Total AUM
$346.1M
Employees
4
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 PETER JEFFERSON PARKWAY
SUITE 250
CHARLOTTESVILLE
VA 22911
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
(434) 974-3500

ReceiptFinancials

Total AUM
$346.1M
Accounts
500
Discretionary
$247.7M
Accounts
349
Non-Discretionary
$98.4M
Accounts
151

ContactClients

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Individual Clients
165
AUM
$44.8M
HNW Individual Clients
54
AUM
$298.2M
Pooled Vehicle Clients
1
AUM
$2.7M
Charitable Organization Clients
1
AUM
$0
Corporation or Business Clients
3
AUM
$442.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DCFLMDNCNYSCTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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