SEC Form ADV

REFRAME WEALTH, LLC

Firm profile: ReFrame Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA

$394.8M

Assets Under Management

662

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-313386
Location: FAIRFAX, VA
Filing Date: April 24, 2026
AUM: $394.8M
Total Clients: 662
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

REFRAME WEALTH, LLC is a registered investment adviser headquartered in FAIRFAX, VA, managing approximately $394.8M in assets across 662 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings