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REDW WEALTH LLC
ALBUQUERQUE, NM
505-998-3200
SEC #801-57516Total AUM
$869.2M
Employees
15Clients
408Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8801 HORIZON BLVD NE, SUITE 401
ALBUQUERQUE
NM 87113
United States
ALBUQUERQUE
NM 87113
United States
Operating Hours
8 AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
505-998-3200
Other Offices
3
Financials
Total AUM
$869.2M
Accounts
892Discretionary
$820.5M
Accounts
891Non-Discretionary
$48.6M
Accounts
1
Clients
Individual Clients
263AUM
$103M
HNW Individual Clients
107AUM
$319.2M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
23AUM
$392.8M
Charitable Organization Clients
7AUM
$24.7M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
3AUM
$29.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED FEES FOR BUNDLED SERVICES
Compliance
Disclosures
None reported
State Registrations
AKAZCACOFLLANENHNMNYORTNTXVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.