About Rede Wealth, LLC
<p>Founded in 2015, Rede Wealth, LLC works with retirement plan sponsors that want an advisor who keeps decision-making straightforward. The firm is headquartered in Charlottesville in central Virginia, with clients across the United States.</p> <p>Rede Wealth acts as a <a href="/plan-advisors">plan advisor</a> and supports employers that prefer a smaller, independent team without account minimums or layers of internal handoffs. The firm’s work centers on regular check-ins and plan recommendations that adjust as a company’s goals and workforce change.</p> <p>For fiduciary coverage, Rede Wealth offers both 3(21) and 3(38) services. As of 2026, the firm reports $0.3B in assets under management.</p> <p>What sets Rede Wealth apart is its emphasis on direct advisor access and a relationship-first model that keeps the focus on practical choices for the sponsor and participants.</p> <ul> <li>Retirement plan advisor services</li> <li>3(21) fiduciary advisor support</li> <li>3(38) investment manager services</li> <li>Works with plan sponsors in the Charlottesville area and nationwide</li> </ul>
Website: http://www.redewealth.com
Founded: 2015
Office Locations
- Charlottesville, VA (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $313.3M