Wealth Manager
    SEC Registered
    Manages Private Funds

    Redw Wealth LLC

    Registered investment advisor · Albuquerque, New Mexico · CRD #109446

    Assets Under Management
    $869M
    Client Accounts
    892
    Employees
    15
    CRD Number
    109446
    Registration
    SEC Registered
    Custodian
    Charles Schwab

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Redw Wealth LLC

    REDW Wealth LLC, founded in 1997, is an SEC-registered investment advisory firm specializing in wealth and asset management, offering fee-only advisory services without commissions. They focus on creating diversified portfolios tailored to clients' financial goals.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Redw Wealth LLC

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    Frequently Asked Questions

    What is Redw Wealth LLC's AUM?

    Redw Wealth LLC reports approximately $869M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Redw Wealth LLC headquartered?

    Redw Wealth LLC is headquartered in Albuquerque, New Mexico.

    What is Redw Wealth LLC's CRD number?

    Redw Wealth LLC's CRD number is 109446. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Redw Wealth LLC manage?

    Redw Wealth LLC manages approximately 892 client accounts according to its latest SEC filing.

    Is Redw Wealth LLC SEC registered?

    Yes, Redw Wealth LLC is registered with the SEC as an investment adviser with an approved registration status.

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