Red Door Wealth Management, LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 153235
- Registered since
- March 31, 2014
- Website
- reddoorwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI86.9%
- Individuals6.09%
- Pooled Investment Vehicles4.3%
- Pension & Profit Sharing Plans2.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Red Door Wealth Management, LLC is an independent, SEC-registered RIA that began registering in 2014 and operates as a limited liability company owned by an individual. The firm serves both high-net-worth individuals and family clients as well as institutional mandates, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection services. Its fee schedule is mixed — traditional AUM-based fees alongside fixed fees and performance-based arrangements — which aligns with the firm’s role as a capital allocator and sponsor/manager of pooled investment vehicles. Red Door is not positioned as an ESG-focused investor and reports a single-state adviser footprint. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds33%
- Private Funds28%
- Exchange Traded Equities17%
- US Government Bonds12%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Christopher Williamson
Chief Operating Officer / Wealth AdvisorCRD 7225800
Douglas Wright
Chief Financial OfficerCRD 5768148
Contacts
3 of 11Allen Bobango
Managing DirectorCRD 8263604
Jonathan Stambaugh
Wealth AdvisorCRD 5843615
John Giovannetti
Wealth AdvisorCRD 5533266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$277M in ETFs
78%
$216M
22%
$61.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $56.5M | 1,920,120 | 20.37% |
Location
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 965 Ridge Lake Blvd
- Time zone
- CT (UTC-6)
- Office locations
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