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REDE WEALTH, LLC

CHARLOTTESVILLE, VA · CRD 173346 · IAPD ↗ · redewealth.com · (434) 974-3500

$346.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
8States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — REDE WEALTH, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
53
March 2024 — REDE WEALTH, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.