REDEEM WEALTH MANAGEMENT

Legal name: REDEEM FINANCIAL GROUP LLC

CRD 313761File 801-136807

APPROVED

Retail clients

Custody

Filing as of Jun 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$118.6M

Bottom 25% of cohort (national)

Discretionary AUM

$118.6M

Clients

228

773 accounts

Employees

Bottom 25% of cohort in AZ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jul 22, 2026
Principal office: 2162 E WILLIAMS FIELD RD SUITE 111, GILBERT, AZ, 85295
Phone: 480-680-7975
Website: https://www.youtube.com/channel/UCk39mNIZpxnAS1xpZ_SDwyg

Assets & accounts

ADV Item 5F

Total regulatory AUM: $118.6M
Discretionary AUM: $118.6M
Non-discretionary AUM: $0
Discretionary accounts: 773
Non-discretionary accounts: 0
Total accounts: 773
AUM per client: $520K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$3.9M
Charitable organizations	Fewer than 5	$484K
High net worth individuals	27	$49.3M
Individuals (other than high net worth individuals)	201	$65.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Subscription fees
A percentage of assets under your management

Advisory activities

Other
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: 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 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.