Redeem Financial Group LLC

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Assets, Funds, Holdings

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Redeem Financial Group LLC
CRD #313761
SEC #801-136807
CIK #
AUM $118.6 M (2026-06-25)
Employees 4 (75% Investors, 0% Brokers)
Phone480-680-7975
Address2162 E Williams Field Rd Suite 111
Gilbert, AZ 85295
Source [IAPD] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($M)
1209672482402010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 201 65.0
(b) Individuals (high net worth individuals) 27 49.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 3.9
(n) Other 0 0.0
Total 773 118.6
By Discretionary
Discretionary 773 118.6
Non-Discretionary 0 0.0
Total 773 118.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 118.6
Total 773 118.6
Comparable Firms State AUM ($B)
Sentara Capital LLC
GA 0.1
Boulevard Wealth Management Inc
MN 0.1
CSP Financial Group LLC
AZ 0.1
Compass Capital Management LLC
OK 0.1
Hudson Financial Services Inc
CA 0.1
Pinnacle Wealth Management Partners Inc
MI 0.1
Vanderpol Investments LLC
MI 0.1
South Shore Investment Services LLC
MA 0.1
Willamette Financial Advisors LLC
OR 0.1
CIRO Capital LLC
NJ 0.1
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