REDEEM WEALTH MANAGEMENT

Overview

Redeem Wealth Management operates as an independent registered investment adviser serving individuals and families, with an owner-managed structure. The firm’s advisory mix centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee model includes percentage-of-AUM billing alongside fixed and other fee arrangements, and the firm identifies accounting among its business activities. Investment behavior points to a preference for pooled public vehicles—primarily mutual funds—for core portfolio exposure, while supplementing those holdings with annuities and targeted allocations to third‑party alternative managers. Redeem does not position itself as a multi-state or ESG-focused adviser, and it reports that all reported assets are managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices