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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

REFRAME WEALTH, LLC

CRD 313386

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dd640f77-48d2-b9c2-e78b-6679af7abbdd

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 11
On other graphs: 0
Observed: Mar 3, 2021 to Apr 24, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $395MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $394M
Private client RAUM: $395MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $98.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 662
Individual clients: 135
High net worth clients: 100
Custody, client assets: $27.7M
SEC number: 801-120695
CRD: 313386
Filings on the tape: 36
First filed: Mar 3, 2021
Latest filed: Apr 24, 2026
Organised: Limited Liability Company, VA
Website: reframewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MITCHELL MCCOY FALTER	Certified Financial Planner	FAIRFAX, VA	5	27	2	no
JESSICA LAUREN DOLL	Certified Financial Planner	FAIRFAX, VA	5	12	1	no
Malee Kay Turner	Certified Financial Planner	FAIRFAX, VA	1	12	n/a	no
Jon Christian Marable	n/a	FAIRFAX, VA	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DOLL, JESSICA, LAUREN	PRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	C	yes	04/2021	Apr 15, 2021	Nov 26, 2024
FALTER, MITCHELL, MCCOY	MEMBER / PRINCIPAL AND CO-FOUNDER	D	yes	04/2021	Apr 15, 2021	Nov 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$395M	$394M	5	4	0	n/a	n/a
2024	Mar 12, 2025	$346M	$346M	4	2	0	n/a	n/a
2023	Mar 26, 2024	$279M	$279M	4	2	0	n/a	n/a
2022	Mar 20, 2023	$253M	$234M	2	2	1	n/a	n/a
2021	Feb 7, 2022	$178M	$150M	4	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	25.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$395M	$346M	14.2%	$253M	16.0%	5	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVICE AND PLANNING SERVICES	3	Mar 3, 2021	Apr 2, 2021	FAIRFAX, VA	Team lift out	Ibd to new firm	0.3%

Relationships

Registered with (7)

← Jon Christian MarableAdvisorregistration: current employment
Apr 22, 2026 to presentfactForm ADV
← Malee Kay TurnerAdvisorregistration: current employment
Jun 14, 2025 to presentfactForm ADV
← MITCHELL MCCOY FALTERAdvisorregistration: current employment
Apr 2, 2021 to presentfactForm ADV
← JESSICA LAUREN DOLLAdvisorregistration: current employment
Apr 2, 2021 to presentfactForm ADV
← Andrew Richard LinnAdvisorregistration: previous registration
Jun 2, 2025 to Mar 12, 2026factForm ADV
← THOMAS CHRISTOPHER MASSIEAdvisorregistration: previous registration
Apr 2, 2021 to Jan 9, 2023factForm ADV
← Melanie SimonsAdvisorregistration: previous registration
Apr 2, 2021 to Dec 31, 2022factForm ADV

Controls (2)

← FALTER, MITCHELL, MCCOYOwnerMEMBER / PRINCIPAL AND CO-FOUNDER, ownership code D, individual
Apr 15, 2021 to Nov 26, 2024factForm ADV
← DOLL, JESSICA, LAURENOwnerPRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 15, 2021 to Nov 26, 2024factForm ADV

Moved with (1)

← ADVICE AND PLANNING SERVICESRegistered adviser3 advisors, team lift out
Mar 3, 2021 to Apr 2, 2021factForm ADV

Dated events

Occurred
Mar 12, 2026
Advisor changed firm
Andrew Richard Linn left Reframe Wealth, Llc for Greenspring Advisors, Llc (registered 2026-07-16)
Form ADVobserved 4 days ago
Occurred
Apr 6, 2023
Control person left
Corbett Melanie Simons (Managing Member / Principal And Co-Founder) no longer on Schedule A of Reframe Wealth, Llc (listed 2023-03-20, absent 2023-04-06)
Form ADVobserved 4 days ago
Occurred
Jan 9, 2023
Advisor changed firm
Thomas Christopher Massie left Reframe Wealth, Llc for Massie Financial Planning Inc. (registered 2023-01-09)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Melanie Simons left Reframe Wealth, Llc for Chevy Chase Trust Company (registered 2023-03-01)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2022
Control person left
Christopher Thomas Massie (Member / Principal & Co-Founder) no longer on Schedule A of Reframe Wealth, Llc (listed 2021-11-29, absent 2022-02-07)
Form ADVobserved 4 days ago
Occurred
Apr 15, 2021
Control person joined
Christopher Thomas Massie (Member / Principal & Co-Founder) appeared on Schedule A of Reframe Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Apr 15, 2021
Control person joined
Lauren Jessica Doll (Member / Principal And Co-Founder) appeared on Schedule A of Reframe Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Apr 15, 2021
Control person joined
Mccoy Mitchell Falter (Member / Principal And Co-Founder) appeared on Schedule A of Reframe Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Apr 5, 2021
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Reframe Wealth, Llc (listed 2021-03-03, absent 2021-04-05)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2021
Control person joined
Corbett Melanie Simons (Managing Member / Principal And Co-Founder / Chief Compliance Officer) appeared on Schedule A of Reframe Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Mar 3, 2021
First Form ADV filing
Reframe Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd640f77-48d2-b9c2-e78b-6679af7abbdd
First observed: Mar 3, 2021
Last observed: Apr 24, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REFRAME WEALTH, LLC

CRD 313386

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dd640f77-48d2-b9c2-e78b-6679af7abbdd

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MITCHELL MCCOY FALTER

Certified Financial Planner

FAIRFAX, VA

JESSICA LAUREN DOLL

Certified Financial Planner

FAIRFAX, VA

Malee Kay Turner

Certified Financial Planner

FAIRFAX, VA

n/a

Jon Christian Marable

n/a

FAIRFAX, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DOLL, JESSICA, LAUREN

PRINCIPAL, CO-FOUNDER AND CHIEF COMPLIANCE OFFICER

yes

04/2021

Apr 15, 2021

Nov 26, 2024

FALTER, MITCHELL, MCCOY

MEMBER / PRINCIPAL AND CO-FOUNDER

yes

04/2021

Apr 15, 2021

Nov 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$395M

$394M

n/a

2024

Mar 12, 2025

$346M

n/a

2023

Mar 26, 2024

$279M

n/a

2022

Mar 20, 2023

$253M

$234M

n/a

2021

Feb 7, 2022

$178M

$150M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$395M

$346M

14.2%

$253M

16.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVICE AND PLANNING SERVICES

Mar 3, 2021

Apr 2, 2021

FAIRFAX, VA

Team lift out

Ibd to new firm

0.3%