Red Griffin Wealth Management LLC

Overview

Red Griffin Wealth Management LLC is a small, individually owned advisory firm focused on portfolio management for individuals and small businesses, supplemented by client education through seminars and workshops. The firm charges fees as a percentage of assets under management and also offers hourly billing for certain services. Its stated investment preference is equity-focused, with a clear tilt toward exchange-traded instruments. Red Griffin does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. The firm operates with both discretionary and non-discretionary mandates, suggesting it provides hands-on portfolio oversight for some accounts while leaving investment decisions to clients on others. Given the emphasis on ETFs and exchange-traded equities, investment approaches likely center on liquid, publicly traded securities rather than concentrated private positions or structured portfolio solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices