Redemptive Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 328751
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Redemptive Wealth Management LLC is a privately held limited liability company that provides financial planning and portfolio management services tailored to individuals and small businesses. The firm is owned by an individual and charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Its regulatory profile is unclassified in the snapshot data; it does not identify as an active ESG investor, a pension consultant, or a multi-state adviser. Advisory activities are focused on personal financial planning and discretionary portfolio management for smaller client relationships. The firm is not listed as a capital allocator or as a related adviser in the available record.
Assets & Accounts
Public Holdings
Location & Offices
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 Funds46%
- Cash & Cash Equivalents43%
- Exchange Traded Equities9%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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