REDE WEALTH, LLC
CRD #173346 SEC #801-80719 CHARLOTTESVILLE, VA (434) 974-3500
SEC Registered
Total AUM
$313.3M
Discretionary
$230.7M
Employees
4
Clients
10
Accounts
490
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $313.3M | $230.7M | $82.7M | 4 | 0 |
| Feb 2024 | $262.3M | $196.7M | $65.6M | 4 | 0 |
| Mar 2023 | $239.3M | $183.1M | $56.3M | 4 | 0 |
| Mar 2023 | $239.3M | $183.1M | $56.3M | 4 | 0 |
| Apr 2022 | $246M | $179.4M | $66.6M | 4 | 0 |
| Mar 2022 | $246M | $179.4M | $66.6M | 4 | 0 |
| Sep 2021 | $193.6M | $154M | $39.6M | 4 | 1 |
| Mar 2021 | $193.6M | $154M | $39.6M | 4 | 1 |
| Nov 2020 | $144.1M | $117M | $27.2M | 4 | 0 |
| Oct 2020 | $144.1M | $117M | $27.2M | 4 | 0 |
| Jul 2020 | $144.1M | $117M | $27.2M | 4 | 0 |
| Jun 2020 | $144.1M | $117M | $27.2M | 4 | 0 |
| Feb 2020 | $144.1M | $117M | $27.2M | 4 | 0 |
| Sep 2019 | $139.1M | $100.1M | $39M | 4 | 2 |
| Sep 2019 | $139.1M | $100.1M | $39M | 4 | 2 |
| Aug 2019 | $139.1M | $100.1M | $39M | 4 | 2 |
| Mar 2019 | $139.1M | $100.1M | $39M | 5 | 2 |
| Feb 2019 | $139.1M | $100.1M | $39M | 6 | 2 |
| Jan 2019 | $136.2M | $93.4M | $42.8M | 6 | 0 |
| Oct 2018 | $136.2M | $93.4M | $42.8M | 6 | 0 |
| Apr 2018 | $135.6M | $85.1M | $50.5M | 6 | 0 |
| Mar 2018 | $135.6M | $85.1M | $50.5M | 6 | 0 |
| Mar 2018 | $135.6M | $85.1M | $50.5M | 6 | 0 |
| Feb 2017 | $116.4M | $73.9M | $42.6M | 6 | 200 |
| Jan 2017 | $116.4M | $73.9M | $42.6M | 6 | 200 |
| Jan 2017 | $100.4M | $59.1M | $41.3M | 6 | 200 |
| Jan 2017 | $100.4M | $59.1M | $41.3M | 6 | 200 |
| Dec 2016 | $100.4M | $59.1M | $41.3M | 6 | 200 |
| Apr 2016 | $100.4M | $59.1M | $41.3M | 6 | 200 |
| Feb 2016 | $100.4M | $59.1M | $41.3M | 6 | 200 |
| Dec 2015 | $103M | $41M | $62M | 5 | 0 |
| Oct 2015 | $103M | $41M | $62M | 5 | 0 |
| May 2015 | $103M | $41M | $62M | 5 | 0 |
| Jan 2015 | $0 | $0 | $0 | 5 | 0 |
| Jan 2015 | $0 | $0 | $0 | 5 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$313.3M
Discretionary$230.7M
Non-Disc.$82.7M
Employees4
Clients0
DateFeb 2024
Total AUM$262.3M
Discretionary$196.7M
Non-Disc.$65.6M
Employees4
Clients0
DateMar 2023
Total AUM$239.3M
Discretionary$183.1M
Non-Disc.$56.3M
Employees4
Clients0
DateMar 2023
Total AUM$239.3M
Discretionary$183.1M
Non-Disc.$56.3M
Employees4
Clients0
DateApr 2022
Total AUM$246M
Discretionary$179.4M
Non-Disc.$66.6M
Employees4
Clients0
DateMar 2022
Total AUM$246M
Discretionary$179.4M
Non-Disc.$66.6M
Employees4
Clients0
DateSep 2021
Total AUM$193.6M
Discretionary$154M
Non-Disc.$39.6M
Employees4
Clients1
DateMar 2021
Total AUM$193.6M
Discretionary$154M
Non-Disc.$39.6M
Employees4
Clients1
DateNov 2020
Total AUM$144.1M
Discretionary$117M
Non-Disc.$27.2M
Employees4
Clients0
DateOct 2020
Total AUM$144.1M
Discretionary$117M
Non-Disc.$27.2M
Employees4
Clients0
DateJul 2020
Total AUM$144.1M
Discretionary$117M
Non-Disc.$27.2M
Employees4
Clients0
DateJun 2020
Total AUM$144.1M
Discretionary$117M
Non-Disc.$27.2M
Employees4
Clients0
DateFeb 2020
Total AUM$144.1M
Discretionary$117M
Non-Disc.$27.2M
Employees4
Clients0
DateSep 2019
Total AUM$139.1M
Discretionary$100.1M
Non-Disc.$39M
Employees4
Clients2
DateSep 2019
Total AUM$139.1M
Discretionary$100.1M
Non-Disc.$39M
Employees4
Clients2
DateAug 2019
Total AUM$139.1M
Discretionary$100.1M
Non-Disc.$39M
Employees4
Clients2
DateMar 2019
Total AUM$139.1M
Discretionary$100.1M
Non-Disc.$39M
Employees5
Clients2
DateFeb 2019
Total AUM$139.1M
Discretionary$100.1M
Non-Disc.$39M
Employees6
Clients2
DateJan 2019
Total AUM$136.2M
Discretionary$93.4M
Non-Disc.$42.8M
Employees6
Clients0
DateOct 2018
Total AUM$136.2M
Discretionary$93.4M
Non-Disc.$42.8M
Employees6
Clients0
DateApr 2018
Total AUM$135.6M
Discretionary$85.1M
Non-Disc.$50.5M
Employees6
Clients0
DateMar 2018
Total AUM$135.6M
Discretionary$85.1M
Non-Disc.$50.5M
Employees6
Clients0
DateMar 2018
Total AUM$135.6M
Discretionary$85.1M
Non-Disc.$50.5M
Employees6
Clients0
DateFeb 2017
Total AUM$116.4M
Discretionary$73.9M
Non-Disc.$42.6M
Employees6
Clients200
DateJan 2017
Total AUM$116.4M
Discretionary$73.9M
Non-Disc.$42.6M
Employees6
Clients200
DateJan 2017
Total AUM$100.4M
Discretionary$59.1M
Non-Disc.$41.3M
Employees6
Clients200
DateJan 2017
Total AUM$100.4M
Discretionary$59.1M
Non-Disc.$41.3M
Employees6
Clients200
DateDec 2016
Total AUM$100.4M
Discretionary$59.1M
Non-Disc.$41.3M
Employees6
Clients200
DateApr 2016
Total AUM$100.4M
Discretionary$59.1M
Non-Disc.$41.3M
Employees6
Clients200
DateFeb 2016
Total AUM$100.4M
Discretionary$59.1M
Non-Disc.$41.3M
Employees6
Clients200
DateDec 2015
Total AUM$103M
Discretionary$41M
Non-Disc.$62M
Employees5
Clients0
DateOct 2015
Total AUM$103M
Discretionary$41M
Non-Disc.$62M
Employees5
Clients0
DateMay 2015
Total AUM$103M
Discretionary$41M
Non-Disc.$62M
Employees5
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0