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RED DOOR WEALTH MANAGEMENT, LLC

965 Ridge Lake Blvd
Suite 105
Memphis, Tennessee 38120
Tel: 901-681-0018

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About RED DOOR WEALTH MANAGEMENT, LLC

RED DOOR WEALTH MANAGEMENT, LLC, formally registered with the SEC as RED DOOR WEALTH MANAGEMENT, LLC. The firm was established in 03/31/2014. They have over 1 offices throughout the country.

RED DOOR WEALTH MANAGEMENT, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $1,791,409,490 assets under management, offering retirement planning & investment advisory services to 2366 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153235
SEC#801-79374
Assets Managed by Firm$1,791,409,490
No. of Clients2366
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (FAMILY OFFICE AND WEALTH PLANNING SERVICES, ADVISORY CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total2366$1,791,409,490
Individuals (other than high net worth individuals)413$134,379,463
High net worth individuals262$1,482,240,564
Pension and profit sharing plans15$94,157,063

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