Rede Wealth, LLC

Rede Wealth, LLC is a registered investment adviser specializing in financial planning, investment management, and wealth management services. Established in January 2015, the firm is owned by Stephen McNaughton and Matthew Dawson. As of December 2023, Rede Wealth managed $313,317,703 in assets, with $230,658,877 under discretionary management. The firm tailors its services to individual clients, utilizing ETFs, stocks, and independent managers in client portfolios. Clients may engage Rede Wealth for services like financial planning and discretionary portfolio management, with fees ranging from 0.30% to 1.00% annually or a flat fee up to $5,000. The firm may recommend independent managers and does not accept client-directed brokerage. Rede Wealth exercises investment discretion, allowing them to make decisions on behalf of clients without prior consent. The firm does not vote proxies on behalf of clients and does not provide proxy voting services. Clients are encouraged to review proxy voting materials and make decisions independently. Rede Wealth does not have custody of client assets but may deduct fees directly from client accounts. The firm does not have financial conditions that would impair its ability to meet commitments to clients.