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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Redstone Wealth Management LLC
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|---|---|
| CRD # | 311525 |
| SEC # | 801-127994 |
| CIK # | 0002049950 |
| AUM | $153.8 M (2025-03-05) |
| Employees | 10 (50% Investors, 30% Brokers) |
| Phone | 405-844-9933 |
| Address | 3404 NW 135th St Oklahoma City, OK 73120-4009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 615 | 105.0 |
| (b) Individuals (high net worth individuals) | 41 | 48.8 |
| (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 | 12 | 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 | 1,096 | 153.8 |
| By Discretionary | ||
| Discretionary | 1,096 | 153.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,096 | 153.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.8 | |
| Total | 1,096 | 153.8 |
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|---|---|---|
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FL | 0.2 |
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Hollingsworth Avent Averre & Purvis PA
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IL | 0.2 |
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Yandell Investments LLC
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FL | 0.2 |
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Hinchley Advisory Group LLC
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CO | 0.2 |
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JM Arbour LLC
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ME | 0.2 |
|
PEB Capital Management LLC
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OH | 0.2 |
|
Broadwater Capital Management LLC
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MA | 0.2 |
|
Syntheticfi LLC
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|
CA | 0.2 |
|
Lakeshore Capital Group Inc
✚
|
IL | 0.2 |