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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2015
- Office Locations
- 1
Office Locations
About Rede Wealth, LLC
Rede Wealth, LLC is a Charlottesville, VA registered investment adviser providing customized wealth management, financial planning, and discretionary portfolio management. The firm centers planning around clients’ values and life transitions—especially divorce and surviving a partner—supported by educational resources like its “Unexpectedly Solo” guide. Custodied with Charles Schwab, it serves retail and institutional relationships.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW H DAWSON
CHIEF OPERATING OFFICER, Principal
- CRD
- #5439923
- Ownership
- 25% but less than 50%
JEAN ELIZABETH CARLIN
Chief Compliance Officer, Relationship Manager
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,679,564 | $709,684 |
| Non-Discretionary | $98,426,346 | $651,830 |
| Total | $346,105,910 | $692,212 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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