REFRAME WEALTH, LLC
CRD #313386 SEC #801-120695 FAIRFAX, VA (571) 354-8471
SEC Registered
Total AUM
$345.8M
Discretionary
$345.8M
Employees
4
Clients
101
Accounts
575
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $345.8M | $345.8M | $0 | 4 | 5 |
| Mar 2025 | $345.8M | $345.8M | $0 | 4 | 5 |
| Mar 2025 | $345.8M | $345.8M | $0 | 4 | 5 |
| Nov 2024 | $334.5M | $334.5M | $0 | 4 | 1 |
| Nov 2024 | $279.3M | $279.3M | $0 | 4 | 1 |
| Apr 2024 | $279.3M | $279.3M | $0 | 4 | 1 |
| Mar 2024 | $279.3M | $279.3M | $0 | 4 | 1 |
| May 2023 | $253.1M | $233.9M | $19.2M | 3 | 3 |
| May 2023 | $253.1M | $233.9M | $19.2M | 3 | 3 |
| Apr 2023 | $253.1M | $233.9M | $19.2M | 2 | 3 |
| Apr 2023 | $253.1M | $233.9M | $19.2M | 2 | 3 |
| Mar 2023 | $253.1M | $233.9M | $19.2M | 2 | 3 |
| Jan 2023 | $178M | $150M | $28M | 4 | 1 |
| Dec 2022 | $178M | $150M | $28M | 4 | 1 |
| Sep 2022 | $178M | $150M | $28M | 4 | 1 |
| Aug 2022 | $178M | $150M | $28M | 4 | 1 |
| Jun 2022 | $178M | $150M | $28M | 4 | 1 |
| Apr 2022 | $178M | $150M | $28M | 4 | 1 |
| Apr 2022 | $178M | $150M | $28M | 4 | 1 |
| Feb 2022 | $178M | $150M | $28M | 4 | 1 |
| Nov 2021 | $106M | $95M | $11M | 5 | 0 |
| Nov 2021 | $106M | $95M | $11M | 5 | 0 |
| Sep 2021 | $106M | $95M | $11M | 5 | 0 |
| Aug 2021 | $75M | $71M | $4M | 5 | 0 |
| Jul 2021 | $75M | $71M | $4M | 5 | 0 |
| Jun 2021 | $0 | $0 | $0 | 4 | 0 |
| May 2021 | $0 | $0 | $0 | 4 | 0 |
| May 2021 | $0 | $0 | $0 | 4 | 0 |
| Apr 2021 | $0 | $0 | $0 | 4 | 0 |
| Apr 2021 | $0 | $0 | $0 | 4 | 0 |
| Mar 2021 | $0 | $0 | $0 | 4 | 0 |
DateJun 2025
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees4
Clients5
DateMar 2025
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees4
Clients5
DateMar 2025
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees4
Clients5
DateNov 2024
Total AUM$334.5M
Discretionary$334.5M
Non-Disc.$0
Employees4
Clients1
DateNov 2024
Total AUM$279.3M
Discretionary$279.3M
Non-Disc.$0
Employees4
Clients1
DateApr 2024
Total AUM$279.3M
Discretionary$279.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$279.3M
Discretionary$279.3M
Non-Disc.$0
Employees4
Clients1
DateMay 2023
Total AUM$253.1M
Discretionary$233.9M
Non-Disc.$19.2M
Employees3
Clients3
DateMay 2023
Total AUM$253.1M
Discretionary$233.9M
Non-Disc.$19.2M
Employees3
Clients3
DateApr 2023
Total AUM$253.1M
Discretionary$233.9M
Non-Disc.$19.2M
Employees2
Clients3
DateApr 2023
Total AUM$253.1M
Discretionary$233.9M
Non-Disc.$19.2M
Employees2
Clients3
DateMar 2023
Total AUM$253.1M
Discretionary$233.9M
Non-Disc.$19.2M
Employees2
Clients3
DateJan 2023
Total AUM$178M
Discretionary$150M
Non-Disc.$28M
Employees4
Clients1
DateDec 2022
Total AUM$178M
Discretionary$150M
Non-Disc.$28M
Employees4
Clients1
DateSep 2022
Total AUM$178M
Discretionary$150M
Non-Disc.$28M
Employees4
Clients1
DateAug 2022
Total AUM$178M
Discretionary$150M
Non-Disc.$28M
Employees4
Clients1
DateJun 2022
Total AUM$178M
Discretionary$150M
Non-Disc.$28M
Employees4
Clients1
DateApr 2022
Total AUM$178M
Discretionary$150M
Non-Disc.$28M
Employees4
Clients1
DateApr 2022
Total AUM$178M
Discretionary$150M
Non-Disc.$28M
Employees4
Clients1
DateFeb 2022
Total AUM$178M
Discretionary$150M
Non-Disc.$28M
Employees4
Clients1
DateNov 2021
Total AUM$106M
Discretionary$95M
Non-Disc.$11M
Employees5
Clients0
DateNov 2021
Total AUM$106M
Discretionary$95M
Non-Disc.$11M
Employees5
Clients0
DateSep 2021
Total AUM$106M
Discretionary$95M
Non-Disc.$11M
Employees5
Clients0
DateAug 2021
Total AUM$75M
Discretionary$71M
Non-Disc.$4M
Employees5
Clients0
DateJul 2021
Total AUM$75M
Discretionary$71M
Non-Disc.$4M
Employees5
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0