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REDEEM WEALTH MANAGEMENT
REDEEM FINANCIAL GROUP LLC
CRD 313761
2162 E WILLIAMS FIELD RD SUITE 111, GILBERT, AZ, 85295, United States
Phone
480-680-7975
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$101.8M
Discretionary AUM
$101.8M
Team
4 total employees; 3 advisory reps; 12 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; FINANCIAL PLANNING MONTHLY FEE
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $45.4M |
| High net worth individuals | 35 | $55.0M |
All web addresses on file
Official SEC filing: View on IAPD