REFRAME WEALTH, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $394.8M |
| Discretionary | $393.7M100% of AUM |
| Non-Discretionary | $1.2M |
| Client Accounts | 662 |
| Avg Account Size | $596K |
| Employees | 5 |
| Peak AUM | $394.8MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $395M | +14.2% | +16.0% | — | |
| Discretionary AUM | $394M | ||||
Key Metrics
| Total AUM | $394.8M |
| Discretionary | $393.7M |
| Employees | 5 |
| Client Accounts | 662 |
| Client Range | 1-10 |
Contact & Location
Address
3251 BLENHEIM BOULEVARD
FAIRFAX VA 22030
Phone
(571) 354-8471
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$394M
99.7% of AUM
Non-Discretionary
$1M
0.3% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported