RED DOOR WEALTH MANAGEMENT, LLC

CRD 153235File 801-79374

APPROVED

Retail clients

Custody

Filing as of Jul 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.09B

Top 25% of cohort (national)

Discretionary AUM

$2.11B

Non-discretionary $975.1M

Clients

955

4,471 accounts

Employees

Top 10% of cohort in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 31, 2014
Principal office: 965 RIDGE LAKE BLVD, SUITE 105, MEMPHIS, TN, 38120
Phone: 901-681-0018
Website: https://www.linkedin.com/company/red-door-wealth-management/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.09B
Discretionary AUM: $2.11B
Non-discretionary AUM: $975.1M
Discretionary accounts: 3,454
Non-discretionary accounts: 1,017
Total accounts: 4,471
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	428	$2.68B
Pooled investment vehicles	7	$132.6M
Pension and profit sharing plans	19	$83.5M
Individuals (other than high net worth individuals)	501	$188.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.