Rede Wealth, LLC

Updated today

Find your advisor

Client assets under management

$342,969,419

Clients

219

25% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

110

Very High

Average account size

$1,566,070

About

Rede Wealth advises individuals, trusts, estates, charitable organizations, corporations and business entities, offering financial planning, investment management and broader wealth management services on both discretionary and non‑discretionary bases. The firm also provides advice on investments maintained outside a primary custodian, including variable life insurance and annuity contracts, employer‑sponsored retirement plan assets and qualified tuition (529) plans.

The firm’s investment process combines fundamental, technical and cyclical analysis within a portfolio construction framework derived from Modern Portfolio Theory, and it typically allocates assets among ETFs, individual stocks and selected independent managers. Rede Wealth employs proprietary model portfolios, may place appropriate clients in wrap fee programs, and conducts ongoing monitoring with formal account reviews at least annually.

Distinctive features disclosed in the brochure include the limited use of derivatives (such as options) in separately managed accounts and allocations to collective investment structures, including master limited partnerships and other pooled vehicles, which are less common among peers. The brochure also discloses a November 2023 regulatory settlement related to supervisory practices, which the firm resolved without admission or denial of the underlying allegations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing

Fee options

Fixed

Flat fee ranging from $0 to $10,000 annually depending on portfolio size and services

Percentage

0.30% - 1.25% annually, varying based on portfolio size, composition, and services rendered

Other

Minimum fee: Flat fee ranging from $0 to $10,000 annually depending on portfolio size and services Fee-only: Flat fees available from $0 to $10,000 annually

Main office location

Rede Wealth, LLC

600 Peter Jefferson Parkway, Suite 250

Charlottesville VA 22911, United States

Number of offices

Most active in

District of Columbia · Florida · Maryland · New York · North Carolina · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

X Instagram Website (434) 974-3500

Advisors at this firm

Matthew D

CFP®, Series 66

Charlottesville, VA

Rede Wealth, LLC

Matthew Dawson is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Rede Wealth, LLC since 2015. Outside of his advisory role, he manages a real estate rental business through Matt Dawson Enterprises, LLC. Rede Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, wealth management, and discretionary investment management. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, utilizing ETFs, individual equities, and selected independent managers.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing

Stephen M

Series 66

Charlottesville, VA

Rede Wealth, LLC

Stephen McNaughton is a financial advisor at Rede Wealth, LLC in Charlottesville, VA, holding a Series 66 designation with 24 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Rede Wealth since 2015. Outside of his advisory role, he is an author and artist, involved in creating and publishing printed works, and serves as a committee chair for the Charlottesville Area Community Foundation. Rede Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, wealth management, and discretionary investment management. The firm’s investment approach combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, implementing portfolios through ETFs, individual equities, and selected independent managers.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support