# REDE WEALTH, LLC

REDE WEALTH, LLC of CHARLOTTESVILLE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 173346
- Type: SEC-registered investment adviser
- SEC file number: 801-80719
- Location: 600 PETER JEFFERSON PARKWAY, SUITE 250, CHARLOTTESVILLE, VA, 22911
- Phone: (434) 974-3500
- Latest filing: 2026-02-24
- Regulatory AUM: $346.1M
- Discretionary AUM: $247.7M
- Non-discretionary AUM: $98.4M
- Clients: 4
- Accounts: 500

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Brown T Michael | MANAGER/CHIEF COMPLIANCE OFFICER | Calgary, A0 |
| Matthew H Dawson | MEMBER AND CHIEF OPERATING OFFICER | — |
| Jean Elizabeth Carlin | CHIEF COMPLIANCE OFFICER | Charlottesville, VA |
| Stephen James Mcnaughton | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| ALMY CHARLES | MEMBER | — |
| DAWSON MATTHEW H | MEMBER AND CHIEF OPERATING OFFICER | — |
| CARLIN JEAN ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| MCNAUGHTON STEPHEN JAMES | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-11-02 | regulatory | DIVISON ALLEGED FIRM VIOLATED RULE VAC-5-80-200A BY ALLOWING AN IAR TO CONTINUE SERVICING CLIENT ACCOUNTS DESPITE THE IARS ALLEGED PATTERN OF UNPROFESSIONAL AND CONCERNING CONDUCT | Final | $30K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173346/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173346/similar
- Related entities: https://search.stillhousedata.com/firm/173346/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173346

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.