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REDW WEALTH LLC
CRD 109446File 801-57516
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$869.2M
Above cohort median (national)
Discretionary AUM
$820.5M
Non-discretionary $48.6M
Clients
403
892 accounts
Employees
15
Top 25% of cohort in NM
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 10, 2000
- Principal office
- 8801 HORIZON BLVD NE, SUITE 401, ALBUQUERQUE, NM, 87113
- Phone
- 505-998-3200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $869.2M
- Discretionary AUM
- $820.5M
- Non-discretionary AUM
- $48.6M
- Discretionary accounts
- 891
- Non-discretionary accounts
- 1
- Total accounts
- 892
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $29.5M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 7 | $24.7M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 107 | $319.2M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 23 | $392.8M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 263 | $103.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — NEGOTIATED FEES FOR BUNDLED SERVICES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.