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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rede Wealth LLC
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| CRD # | 173346 |
| SEC # | 801-80719 |
| CIK # | 0001842054 |
| AUM | $313.3 M (2025-03-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 434-974-3500 |
| Address | 600 Peter Jefferson Parkway Charlottesville, VA 22911 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.2 | ||
| Johnson & Johnson | 5.7 | ||
| Amazon Com Inc | 5.6 | ||
| Nvidia Corp | 5.0 | ||
| Microsoft Corp | 4.3 | ||
| Coinbase Global Inc | 2.8 | ||
| Exxon Mobil Corp | 2.2 | ||
| Netflix Inc | 1.8 | ||
| Applied Materials Inc /DE | 1.4 | ||
| iShares Gold Trust Micro | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 46.3 |
| (b) Individuals (high net worth individuals) | 44 | 264.1 |
| (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 | 2.3 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 490 | 313.3 |
| By Discretionary | ||
| Discretionary | 346 | 230.7 |
| Non-Discretionary | 144 | 82.7 |
| Total | 490 | 313.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 308.5 | |
| Total | 490 | 313.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842054] |
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