# ReFrame Wealth

ReFrame Wealth is a Bank / Wealth / Trust based in Fairfax, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fairfax, United States
- **Region:** North America
- **Address:** Fairfax, VA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** reframewealth.com
- **LinkedIn:** https://www.linkedin.com/company/reframewealth

## Regulatory record

- **CRD number:** 313386
- **SEC file number:** 801-120695
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313386

## About

ReFrame Wealth was founded in 2021 by James Wang as a US-based registered investment advisor. The firm operates from Fairfax, Virginia, serving individual investors, high-net-worth clients, trusts, and estates. Its founding coincided with a wave of post-pandemic advisory startups that sought to capture clients underserved by consolidating bank wealth-management platforms. The firm's stated service mix spans investment management, financial planning, and portfolio construction. Geographic focus appears limited to the mid-Atlantic US, centered on its Fairfax headquarters. ReFrame Wealth's scale remains opaque — the firm does not publicly report assets under management, total deployment, or professional headcount. The practice appears lean, consistent with a founder-led advisory launched in 2021. No adjacent vehicles, philanthropic foundations, or real-asset operating arms have been identified through public filings or the firm's communications. In May 2024, the firm appeared in an SEC filing as an active registered investment advisor with no disclosed disciplinary history, confirming its ongoing regulatory standing. What distinguishes ReFrame Wealth structurally is its timing and target market. Founded after the pandemic accelerated advisor independence and client demand for fiduciary models, the firm entered a Northern Virginia market dense with federal employees, contractors, and dual-income professionals — a segment that large wirehouses and private banks often route to call-center advisory models. ReFrame's RIA structure binds it to a fiduciary standard, a regulatory posture that differentiates it from broker-dealer competitors serving the same demographic.

## People

- James Wang — Founder & CEO

## Questions

### What types of clients does ReFrame Wealth serve?

The firm's regulatory filings indicate it serves individuals, high-net-worth individuals, trusts, and estates. Its Northern Virginia location positions it near a concentration of federal employees, government contractors, and professionals in the Washington, DC metro area.

### What is ReFrame Wealth's regulatory structure?

ReFrame Wealth is registered with the SEC as an investment advisor, which subjects it to a fiduciary duty — meaning it must act in its clients' best interests when providing advice. This distinguishes it from broker-dealer models that operate under a suitability standard.

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Last updated: 2026-08-11T02:43:31.692Z

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