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| Keyboard |
| Rede Wealth LLC
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|---|---|
| CRD # | 173346 |
| SEC # | 801-80719 |
| CIK # | 0001842054 |
| AUM | 346.1 M (2026-02-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 434-974-3500 |
| Address | 600 Peter Jefferson Parkway Charlottesville, VA 22911 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 12.0 | |
| Johnson & Johnson | 9.1 | |
| Amazon Com Inc | 4.9 | |
| Microsoft Corp | 3.1 | |
| Applied Materials Inc /DE | 2.5 | |
| Nvidia Corp | 2.5 | |
| Coinbase Global Inc | 1.4 | |
| Netflix Inc | 1.2 | |
| McDonalds Corp | 1.1 | |
| Franklin Templeton Digital Holdings Trust | 1.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 44.8 |
| (b) Individuals (high net worth individuals) | 54 | 298.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 346.1 |
| By Discretionary | ||
| Discretionary | 349 | 247.7 |
| Non-Discretionary | 151 | 98.4 |
| Total | 500 | 346.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.9 | |
| United States Persons | 340.2 | |
| Total | 500 | 346.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842054] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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