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REDW WEALTH LLC

8801 Horizon Blvd Ne, Suite 401
Albuquerque, New Mexico 87113
Tel: 505-998-3200

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About REDW WEALTH LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#109446
SEC#801-57516
Assets Managed by Firm$1,004,648,408
No. of Clients1227
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (NEGOTIATED FEES FOR BUNDLED SERVICES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (TAX PREPARATION)

Firm Client Information

No. of ClientsAUM
Firm Total1227$1,004,648,408
Individuals (other than high net worth individuals)246$81,182,633
High net worth individuals150$506,862,378
Pension and profit sharing plans24$317,864,110
Charitable organizations8$62,887,506
Corporations or other businesses5$35,851,781

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