Rede Wealth, LLC

Rede Wealth, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Charlottesville, Virginia. On its latest Form ADV, filed February 24, 2026, it reports $346M in regulatory assets under management, 219 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	173346 · SEC file 801-80719
Office	600 Peter Jefferson Parkway Suite 250 Charlottesville, VA 22911
Phone	(434) 974-3500
Website	www.redewealth.com
Regulatory assets under management	$346M ($248M discretionary)
Individual clients	165 non-high-net-worth, 54 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	4
Disciplinary disclosures	None reported
Latest Form ADV filing	February 24, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Charlottesville

• Marotta Wealth Management, Inc. $686M
• A. N. Culbertson & Company, Inc. $818M
• Morris & Wells Wealth Management $988M
• Emergent Financial Services, LLC. $195M
• Solitude Financial Services, Inc. $364M
• Chase Investment Counsel Corporation $510M

See all 18 fee-only advisers in Charlottesville →

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• North Garden 1 firm
• Crozet 2 firms
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