REDW WEALTH LLC

RIASEC RegisteredEst. 2000

Total AUM

$869M

Discretionary

$821M

94% of AUM

Avg account

$974K

Accounts

892

Employees

Advisory reps

Firm details

Headquarters: ALBUQUERQUE, New Mexico
CRD number: 109446
Registered since: May 10, 2000
Website: www.redw.com
Custodians: CHARLES SCHWAB & CO., INC., VOYA FINANCIAL ADVISORS, INC., SCHWAB TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans45.19%
HNWI36.72%
Individuals11.85%
Corporations / Businesses3.4%
Charitable Organizations2.84%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Redw Wealth LLC is an independent registered investment adviser organized as an LLC and in operation since 2000. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that uses third‑party managers alongside in‑house advice. Its client engagement model is flexible on fees, including percentage‑of‑AUM billing as well as hourly and fixed fees. The firm also provides accounting‑related services and runs a range of advisory programs: financial planning, portfolio management for individuals and for businesses or institutions, pension consulting, manager selection, and client education through publications and seminars. Redw Wealth is not identified as an active ESG investor. The firm was named among FA Magazine’s Top RIA Firms in 2020.