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REFRAME WEALTH, LLC

FAIRFAX, VA · CRD 313386 · IAPD ↗ · reframewealth.com · (571) 354-8471

$394.8MRegulatory AUM
4Advisory reps
5Employees
1Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — REFRAME WEALTH, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — REFRAME WEALTH, LLC now reports custody of client assets ($27.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — REFRAME WEALTH, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — REFRAME WEALTH, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
December 2024 — REFRAME WEALTH, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
45
April 2024 — REFRAME WEALTH, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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