Rede Wealth, LLC is a reputable investment advisory firm headquartered in Charlottesville, VA. With over 170 individual clients, they have established themselves as a trusted partner in managing clients' financial assets. Their impressive portfolio boasts assets under management valued at over $239,346,000. As a small but highly capable firm, Rede Wealth serves its clients with utmost dedication and expertise.
While Rede Wealth manages various types of accounts, such as 401Ks and individual accounts, these represent less than 30% of their total assets under management. Nonetheless, the firm possesses the necessary expertise to handle employer funds, catering to a diverse range of clients. An impressive 76% of the assets they manage are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients.
The firm primarily focuses on serving high-net-worth individuals, catering to their unique financial goals and objectives. Rede Wealth's compensation structure offers flexibility, including options such as a percentage of assets under management and fixed fees, ensuring a fair and transparent relationship with their clients.
Rede Wealth operates with a team of four employees, two of whom provide investment advisory services. With an average of approximately $119,670,000 in assets under management per investment advisor, they align well with the industry average. Matthew Dawson and Stephen Mcnaughton stand out as two of the firm's longest-tenured registered advisors, contributing their wealth of experience and expertise to the success of the firm.
As a leading investment advisory firm in Charlottesville, VA, Rede Wealth, LLC combines personalized service, comprehensive financial planning, and expert investment management to help their clients achieve their financial objectives and secure their financial future.