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| Redmont Wealth Advisors LLC
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| CRD # | 310981 |
| SEC # | 801-119671 |
| CIK # | 0001910482 |
| AUM | 4.8 M (2026-05-04) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-848-1136 |
| Address | 444 W Lake St Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (5/4/2026) [Brochure] |
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Item 5. Fees and Compensation Redmont is compensated by Wavvest Wealth, LLC pursuant to a sub-advisory agreement. Redmont does not charge or receive advisory fees directly from clients as of the date of this transition. All client fee arrangements are governed by Wavvestâs advisory contracts. Redmont does not bill, deduct, or receive fees from client custodial accounts. |
| Account Minimums and Types of Clients — Form ADV Part 2A (5/4/2026) [Brochure] |
|---|
Item 7. Types of Clients Redmont primarily provides advisory services to Wavvest Wealth, LLC in a sub-advisory capacity. Redmont currently provides advisory services directly to a limited number of individual and/or institutional clients; however, these relationships are in the process of transitioning to Wavvest Wealth, LLC and are expected to be terminated upon completion of the transition. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Curtiss Wright Corp | 1.2 | ||
| Northrim Bancorp Inc | 1.2 | ||
| EZCORP Inc | 1.0 | ||
| SLM Corp | 0.9 | ||
| Leucadia National Corp | 0.9 | ||
| Millrose Properties Inc | 0.9 | ||
| Pitney Bowes Inc /DE/ | 0.8 | ||
| Patrick Industries Inc | 0.8 | ||
| Foster L B Co | 0.7 | ||
| Goodyear Tire & Rubber Co /OH/ | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 4.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 5 | 4.8 |
| By Discretionary | ||
| Discretionary | 5 | 4.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 5 | 4.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910482] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
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