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Building 2REDSTONE WEALTH MANAGEMENT, LLC

Map pinOKLAHOMA CITY, OK
Phone(405) 844-9933
NotebookSEC #801-127994
Total AUM
$187.7M
Employees
10
Clients
602

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3404 NW 135TH ST
OKLAHOMA CITY
OK 73120-4009
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(405) 844-9933

ReceiptFinancials

Total AUM
$187.7M
Accounts
1,122
Discretionary
$187.7M
Accounts
1,122
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
550
AUM
$120M
HNW Individual Clients
40
AUM
$67.7M
Pension/Profit Sharing Plan Clients
12
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
NEOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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