Redstone Wealth Management, LLC
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
FINTRXOverview
Redstone Wealth Management, LLC is organized as an independent limited liability company and is SEC-registered (registration year 2023). The firm operates as a capital allocator for a mix of individual, family and institutional clients. Ownership is reported as domestic entity and individual, and the firm charges a combination of percentage-of-AUM fees, fixed fees and other fee arrangements. Advisory capabilities emphasize traditional wealth management: financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and selection of other advisers. Pension consulting services are listed among its advisory activities. Redstone does not identify as an active ESG investor.
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
- Exchange Traded Equities55%
- Public Funds/Mutual Funds35%
- US Government Bonds4%
- State & Local Bonds2%
- Non-Investment Grade Corp Bonds2%
Contacts
3 of 4
Christopher Smedstad
Investment Advisor RepresentativeCRD 7336986
Israel Cantrell
PresidentCRD 5810858
Rianna Ingalls
Client Operations SpecialistCRD 7146486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$196M in ETFs
97%
$190M
3%
$6.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SEMICONDUCTOR ETF (SOXX) | BlackRock | Passive | Technology | $26.5M | 41,353 | 13.53% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 3404 Nw 135th St
- Time zone
- CT (UTC-6)
- Office locations
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