Red Door Wealth Management, LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 153235
- Registered since
- March 31, 2014
- Website
- reddoorwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI86.9%
- Individuals6.09%
- Pooled Investment Vehicles4.3%
- Pension & Profit Sharing Plans2.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Red Door Wealth Management, LLC is an independent, SEC-registered RIA organized as an LLC and founded in 2014. The firm is individually owned and positions itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. Core advisory offerings reported include financial planning, portfolio management for individuals and small businesses, selection-of-other-advisers and pension consulting services. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Red Door also acts as sponsor/GP/managing member for pooled investment vehicles. In 2020 the firm was listed by FA Magazine among Top RIA Firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds33%
- Private Funds28%
- Exchange Traded Equities17%
- US Government Bonds12%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Christopher Williamson
Chief Operating Officer / Wealth AdvisorCRD 7225800
Douglas Wright
Chief Financial OfficerCRD 5768148
Contacts
3 of 11Allen Bobango
Managing DirectorCRD 8263604
Jonathan Stambaugh
Wealth AdvisorCRD 5843615
John Giovannetti
Wealth AdvisorCRD 5533266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$239M in ETFs
79%
$189M
20%
$50.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $49.5M | 1,931,755 | 20.71% |
Location
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 965 Ridge Lake Blvd
- Time zone
- CT (UTC-6)
- Office locations
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