REDW WEALTH LLC

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

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 Status	Approved
Firm CRD#	109446
SEC#	801-57516
Assets Managed by Firm	$1,004,648,408
No. of Clients	1227
No. of Advisors	14

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 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

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