REDSTONE WEALTH MANAGEMENT, LLC

3404 Nw 135th St
Oklahoma City, Oklahoma 73120-4009
Tel: (405) 844-9933

About REDSTONE WEALTH MANAGEMENT, LLC

REDSTONE WEALTH MANAGEMENT, LLC, formally registered with the SEC as REDSTONE WEALTH MANAGEMENT, LLC. The firm was established in 05/17/2023. They have over 1 offices throughout the country.

REDSTONE WEALTH MANAGEMENT, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $153,844,160 assets under management, offering retirement planning & investment advisory services to 1096 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311525
SEC#	801-127994
Assets Managed by Firm	$153,844,160
No. of Clients	1096
No. of Advisors	10

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 businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1096	$153,844,160
Individuals (other than high net worth individuals)	615	$105,000,000
High net worth individuals	41	$48,844,160

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