Redmont Wealth Advisors LLC

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Assets, Funds, Holdings

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Redmont Wealth Advisors LLC
CRD #310981
SEC #801-119671
CIK #0001910482
AUM $187.1 MM (2024-03-28)
Employees 4 (50% Investors, 0% Brokers)
Phone312-848-1136
Address444 W Lake St
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
190152114763802009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
CSWC 480.2 1.9
SGC 290.6 1.1
JEF 6,766.0 1.0
CW 5,042.1 0.7
SLM 4,334.3 0.7
MLR 258.4 0.7
EZPW 430.6 0.7
MBCN 163.3 0.7
MSFT 1,918,222.4 0.7
NRIM 242.6 0.7
View All
Holdings by Sector ($MM)
1008060402002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 37 185.1
(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 5 2.0
Total 139 187.1
By Discretionary
Discretionary 134 185.1
Non-Discretionary 5 2.0
Total 139 187.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 187.1
Total 139 187.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001910482]
Comparable Firms State AUM ($BB)
Horizon Wealth Advisors LLC
FL 0.2
Black Point Wealth Management LLC
FL 0.2
Cruice Investment Advisors Ltd
CT 0.2
Redwood Financial Network Corp
OH 0.2
BPP Wealth Solutions LLC
NJ 0.2
The Wealth Coach LLC
TX 0.2
Cerasus Advisors Inc
FL 0.2
Cape Ann Capital Inc
MA 0.2
Bullock Wealth Management Group Inc
IN 0.2
Saxon Securities LLC
CA 0.2
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