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| Keyboard |
| Red Mountain Financial LLC
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|---|---|
| CRD # | 277100 |
| SEC # | 801-128506 |
| CIK # | 0001997650 |
| AUM | 184.4 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 970-658-0946 |
| Address | 1136 East Stuart Street Fort Collins, CO 80525 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 5.2 | |
| iShares Comex Gold Trust | 3.8 | |
| Nvidia Corp | 3.7 | |
| Broadcom Inc | 2.4 | |
| Alphabet Inc | 2.3 | |
| Costco Wholesale Corp /NEW | 1.6 | |
| Wal Mart Stores Inc | 1.2 | |
| Corteva Inc | 1.2 | |
| Lockheed Martin Corp | 1.1 | |
| Microsoft Corp | 0.9 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 30.6 |
| (b) Individuals (high net worth individuals) | 77 | 153.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 350 | 184.4 |
| By Discretionary | ||
| Discretionary | 219 | 139.3 |
| Non-Discretionary | 131 | 45.1 |
| Total | 350 | 184.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.4 | |
| Total | 350 | 184.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001997650] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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