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, SEC-registered RIA organized as an LLC and in operation since 2000. The firm serves both individual and institutional clients and acts as a capital allocator, directing assets to third-party managers in addition to managing portfolios directly. Its advisory scope extends beyond investment management to financial planning, pension consulting, selection of other advisers, and client education through publications and seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm identifies accountants among its business activities and industry affiliations, indicating a practice that likely integrates tax and accounting perspectives with wealth management. Redw Wealth was recognized by FA Magazine in 2020 as one of the Top RIA Firms.