Redstone Wealth Management, LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 311525
- Registered since
- May 17, 2023
- Website
- www.redstonewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals63.93%
- HNWI36.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Redstone Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm serves both individual and family clients as well as institutional clients, operating as a capital allocator that builds portfolios through direct management and by selecting third‑party managers. Its fee arrangements include percentage‑of‑AUM fees as well as fixed and other fee structures. Core advisory services listed include financial planning, portfolio management for individuals and businesses, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds32%
- US Government Bonds3%
- Non-Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$189M in ETFs
96%
$182M
4%
$7.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $24.9M | 198,175 | 13.14% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 3404 Nw 135th St
- Time zone
- CT (UTC-6)
- Office locations
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