REDMONT WEALTH

444 W Lake St
Suite 1900
Chicago, Illinois 60606
Tel: 312-848-1136

About REDMONT WEALTH

REDMONT WEALTH, formally registered with the SEC as REDMONT WEALTH. The firm was established in 10/23/2020. They have over 1 offices throughout the country.

REDMONT WEALTH is a Chicago, Illinois based Financial Planning firm with nearly $187,087,860 assets under management, offering retirement planning & investment advisory services to 139 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310981
SEC#	801-119671
Assets Managed by Firm	$187,087,860
No. of Clients	139
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	139	$187,087,860
High net worth individuals	37	$185,050,012

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