REFRAME WEALTH, LLC

REFRAME WEALTH, LLC of FAIRFAX, VA is an SEC-registered investment adviser (CRD 313386). Regulatory assets under management: $394.8M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (8)

NameRoleLocation
Jessica Lauren DollPRINCIPAL AND CO-FOUNDER; PRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICER
Mitchell Mccoy FalterMEMBER / PRINCIPAL AND CO-FOUNDER
WINN CHRISTOPHER EDWARDCHIEF COMPLIANCE OFFICER; MANAGING MEMBER
SIMONS MELANIE CORBETTMANAGING MEMBER / PRINCIPAL AND CO-FOUNDER; MANAGING MEMBER / PRINCIPAL AND CO-FOUNDER / CHIEF COMPLIANCE OFFICER
MASSIE THOMAS CHRISTOPHERMEMBER / PRINCIPAL & CO-FOUNDER
DOLL JESSICA LAURENMEMBER / PRINCIPAL AND CO-FOUNDER; PRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICER
FALTER MITCHELL MCCOYMEMBER / PRINCIPAL AND CO-FOUNDER
Erin Elise CummingsCHIEF COMPLIANCE OFFICER

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