Reframe Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Reframe Wealth reports 235 clients. They include 135 individual clients and 100 high-net-worth individuals. Of its assets, 99.7% ($394M across 641 accounts) are managed with discretion; $1.17M across 21 accounts are not. A wrap fee program the firm both sponsors and manages holds $395M. Of its clients, 1% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 21% |
| High-net-worth individuals | 43% | 79% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 135 | $83.1M | 21.0% | $615K |
| High-net-worth individuals | 100 | $312M | 79.0% | $3.12M |
| Total | 235 | $395M | 100% | $1.68M |
- Clients
- 135
- Regulatory AUM
- $83.1M
- AUM share
- 21.0%
- Avg. per client
- $615K
- Clients
- 100
- Regulatory AUM
- $312M
- AUM share
- 79.0%
- Avg. per client
- $3.12M
Total
- Clients
- 235
- Regulatory AUM
- $395M
- AUM share
- 100%
- Avg. per client
- $1.68M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Reframe Wealth charges 0.40%–1.00% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M–$10M | 0.50% |
| $10M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is offered as an annual subscription or a fixed fee engagement ranging up to $10,000, negotiable based on the nature and complexity of the services.
Mitchell Falter owns 50% to 75% of Reframe Wealth. The leadership team of Reframe Wealth includes Chief Compliance Officer Erin Cummings. It has 5 employees, 4 of them in advisory roles.
Leadership
- Erin CummingsChief Compliance Officer
- Jessica DollPrincipal and Co-Founder
- Mitchell FalterMember / Principal and Co-Founder
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Jessica Lauren Doll
- Mitchell McCoy Falter
- Jon Christian Marable
- Malee Kay Turner
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Reframe Wealth, LLC
Mitchell Falter
Control person · since April 2021
- Owns 25% to 50% of Reframe Wealth, LLC
Jessica Doll
Control person · since April 2021
Reframe Wealth’s regulatory assets grew 5.3× from $75M (July 2021) to $395M (April 2026); clients rose from 40 to 235 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $395M | 235 | 5 | 1 |
| June 2025 | $346M | 216 | 4 | 1 |
| April 2024 | $279M | 182 | 4 | 1 |
| May 2023 | $253M | 185 | 3 | 1 |
| June 2022 | $178M | 75 | 4 | 2 |
| July 2021 | $75M | 40 | 5 | 1 |
Besides its headquarters, Reframe Wealth has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 3251 Blenheim Boulevard, Suite 502, FairfaxHQ
Contact and registration details
- Legal name
- Reframe Wealth, LLC
- Headquarters
- 3251 Blenheim Boulevard, Suite 502, Fairfax, VA 22030
- Website
- Not reported
- Phone
- 571-354-8471
- @reframewealth
- SEC file
- 801-120695
- Founded
- 2021
- Structure
- Virginia LLC
- Fiscal year end
- December
Reframe Wealth uses Charles Schwab ($395M) as custodian for its separately managed accounts. Reframe Wealth has custody of $27.7M in client assets for 29 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $395M100%
At year end, Reframe Wealth’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks3%
- Funds93%
- Bonds1%
- Cash4%
How many clients does Reframe Wealth have?
Reframe Wealth has 235 clients and manages $395 million for them, as of April 2026. They include 135 individual clients and 100 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026
What services does Reframe Wealth offer?
Reframe Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Reframe Wealth charge?
Reframe Wealth charges 0.40%–1.00% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: REFRAME WEALTH DISCLOSURE BROCHURE, filed 7 October 2026
Which custodians does Reframe Wealth use?
Reframe Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $395M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026
How many financial advisors does Reframe Wealth have?
Reframe Wealth has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Reframe Wealth invest in?
At the end of its last fiscal year, Reframe Wealth’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Reframe Wealth?
Reframe Wealth’s direct owners are Jessica Doll (25% to 50%) and Mitchell Falter (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 April 2026
How does Reframe Wealth get paid?
Reframe Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Reframe Wealth registered with the SEC?
Yes, Reframe Wealth has been registered with the SEC as an investment adviser since 2 April 2021. Its CRD number is 313386 and its SEC file number is 801-120695.
Source: Form ADV Part 1A, Item 1, filed 24 April 2026; IAPD firm record
How do I contact Reframe Wealth?
Reframe Wealth’s main office is at 3251 Blenheim Boulevard, Suite 502, Fairfax, VA 22030. Its phone number is 571-354-8471.