Rede Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$342,969,419
Clients
219
Advisors
2
of 4 employees
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
Expertise
Fee options
Flat fee ranging from $0 to $10,000 annually depending on portfolio size and services
0.30% - 1.25% annually, varying based on portfolio size, composition, and services rendered
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
600 Peter Jefferson Parkway, Suite 250
Charlottesville VA 22911
Advisors at this office
2
Most active in
District of Columbia · Florida · Maryland · New York · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Abestra Capital Management, LLC · Rede Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
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.
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