Redw Wealth LLC

RIASEC RegisteredEst. 2000

Total AUM

$869M

Discretionary

$821M

94% of AUM

Avg account

$974K

Accounts

892

Employees

Advisory reps

Firm details

Headquarters: Albuquerque, New Mexico
CRD number: 109446
Registered since: May 10, 2000
Website: www.redw.com
Custodians: CHARLES SCHWAB & CO., INC., VOYA FINANCIAL ADVISORS, INC., SCHWAB TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans45.19%
HNWI36.72%
Individuals11.85%
Corporations / Businesses3.4%
Charitable Organizations2.84%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Redw Wealth LLC is an independent, fee-based RIA and capital allocator serving individuals, families and institutional clients. Founded and SEC-registered in 2000 as a limited liability company, the firm blends financial planning and portfolio management with ancillary services such as pension consulting, selection of other advisers, publication of client periodicals, and educational seminars. The firm also lists accounting among its business activities and distributes advice under a mix of fee structures (percentage of AUM, hourly, fixed and other arrangements). Redw Wealth does not identify as an active ESG investor.