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Rede Wealth, Llc
Charlottesville, Virginia
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 ha...see more
Assets Under Mgmt
$239.35M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Rede Wealth, Llc
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