REDE WEALTH, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	357	$196.7M
Non-Discretionary	148	$65.6M
Total	505	$262.3M

Clients

Type	Number	RAUM
Individuals	174	$42.3M
HNW Individuals	42	$216.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	2	$3.2M
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$9,821
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$265,506
Other	<5	$416

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	7.4M
Portfolio Manager	271,677
Both for Same	0

Portfolio Manager to Program	Sponsor
REDE WEALTH, LLC WRAP FEE PROGRAM	REDE WEALTH, LLC

Identifiers

SEC RIA File Number	801-80719
SEC ERA File Number	801-80719
SEC CIK Numbers	1842054
SEC CRD Numbers	173346
Legal Entity Identifier	None

Principal Office

600 PETER JEFFERSON PARKWAY
SUITE 250
CHARLOTTESVILLE
VA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic