RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WINN, CHRISTOPHER, EDWARDICHIEF COMPLIANCE OFFICERNA Control
RIA VENTURES, LLCDEMANAGING MEMBERE Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERD Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
DOLL, JESSICA, LAURENIPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
FALTER, MITCHELL, MCCOYIMEMBER / PRINCIPAL AND CO-FOUNDERC Control
MASSIE, THOMAS, CHRISTOPHERIMEMBER / PRINCIPAL & CO-FOUNDERC Control
MASSIE, THOMAS, CHRISTOPHERIMEMBER / PRINCIPAL & CO-FOUNDERC Control
MASSIE, THOMAS, CHRISTOPHERIMEMBER / PRINCIPAL & CO-FOUNDERC Control
MASSIE, THOMAS, CHRISTOPHERIMEMBER / PRINCIPAL & CO-FOUNDERC Control
MASSIE, THOMAS, CHRISTOPHERIMEMBER / PRINCIPAL & CO-FOUNDERC Control
MASSIE, THOMAS, CHRISTOPHERIMEMBER / PRINCIPAL & CO-FOUNDERC Control
MASSIE, THOMAS, CHRISTOPHERIMEMBER / PRINCIPAL & CO-FOUNDERC Control
MASSIE, THOMAS, CHRISTOPHERIMEMBER / PRINCIPAL & CO-FOUNDERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICERC Control
SIMONS, MELANIE, CORBETTIMANAGING MEMBER / PRINCIPAL AND CO-FOUNDERC Control
MASSIE, THOMAS, CHRISTOPHERIMEMBER / PRINCIPAL & CO-FOUNDERB Control
MASSIE, THOMAS, CHRISTOPHERIMEMBER / PRINCIPAL & CO-FOUNDERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WINN, CHRISTOPHER, EDWARDIRIA VENTURES, LLCE Control

Registrations

Federal

IA
Jun 21, 2025 REGISTERED

Notice Filings (9)

CA DC FL MD NC NY PA TX VA

Address

3251 BLENHEIM BOULEVARD
SUITE 502
FAIRFAX, VA 22030
United States
Phone: (571) 354-8471