REDSTONE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2023

Total AUM

$188M

Discretionary

$188M

100% of AUM

Avg account

$167K

Accounts

1,122

Employees

Advisory reps

Firm details

Headquarters: OKLAHOMA CITY, Oklahoma
CRD number: 311525
Registered since: May 17, 2023
Website: www.redstonewm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals63.93%
HNWI36.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Redstone Wealth Management, LLC is an independent registered investment advisor that positions itself as a capital allocator for both individual/family and institutional clients. SEC-registered in 2023, the firm offers a mix of financial planning and discretionary portfolio management across households and small businesses, plus portfolio services for institutions. Its service menu explicitly includes pension consulting and the selection of other advisers, which signals a willingness to integrate third-party managers into client portfolios. Redstone leans toward equity-focused solutions, using exchange-traded equities as the primary vehicle for market exposure, and it does not present itself as an active ESG investor. Fee arrangements include percentage-of-AUM, fixed fees and other fee structures. Investment behavior is centered on liquid, ETF-based exposures for core allocations while routing less-liquid strategies to external managers. That combination indicates a hybrid model: ETFs and mutual funds provide transparent, cost-efficient core holdings, and the firm supplements those with third‑party private-market commitments where appropriate.