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REDW WEALTH LLC
CRD 109446 · SEC 801-57516
8801 HORIZON BLVD NE, SUITE 401, ALBUQUERQUE, NM, 87113, United States
Phone
505-998-3200
Fax
833-833-1891
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$869.2M
Discretionary AUM
$820.5M
Team
15 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; NEGOTIATED FEES FOR BUNDLED SERVICES
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 263 | $103.0M |
| High net worth individuals | 107 | $319.2M |
| Pension/profit sharing plans | 23 | $392.8M |
| Charitable organizations | 7 | $24.7M |
| Corporations/business entities | 3 | $29.5M |
States served
AK, AZ, CA, CO, LA, NE, NM, NY, OR, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD