8801 Horizon Blvd Ne, Suite 401
Albuquerque, New Mexico 87113
Tel: 505-998-3200
REDW WEALTH LLC, formally registered with the SEC as REDW WEALTH LLC. The firm was established in 05/10/2000. They have over 4 offices throughout the country.
REDW WEALTH LLC is a Albuquerque, New Mexico based Financial Planning firm with nearly $1,004,648,408 assets under management, offering retirement planning & investment advisory services to 1227 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109446 |
SEC# | 801-57516 |
Assets Managed by Firm | $1,004,648,408 |
No. of Clients | 1227 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1227 | $1,004,648,408 |
Individuals (other than high net worth individuals) | 246 | $81,182,633 |
High net worth individuals | 150 | $506,862,378 |
Pension and profit sharing plans | 24 | $317,864,110 |
Charitable organizations | 8 | $62,887,506 |
Corporations or other businesses | 5 | $35,851,781 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$41,832,394,631 | 750 | 202 | |
$3,279,256,426 | 999 | 26 | |
$758,200,188 | 2212 | 12 | |
$715,145,223 | 1945 | 7 | |
$599,019,302 | 11 | 9 |
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