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| Redstone Wealth Management LLC
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|---|---|
| CRD # | 311525 |
| SEC # | 801-127994 |
| CIK # | 0002112381, 0002049950 |
| AUM | 187.7 M (2026-02-06) |
| Employees | 10 (40% Investors, 20% Brokers) |
| Fees | |
| Minimum | |
| Phone | 405-844-9933 |
| Address | 3404 NW 135th St Oklahoma City, OK 73120-4009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.7 | ||
| Advanced Micro Devices Inc | 2.6 | ||
| Broadcom Inc | 0.8 | ||
| Apple Inc | 0.6 | ||
| Dicks Sporting Goods Inc | 0.5 | ||
| iShares Bitcoin Trust | 0.5 | ||
| Visa Inc | 0.3 | ||
| SPDR Gold Trust | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 550 | 120.0 |
| (b) Individuals (high net worth individuals) | 40 | 67.7 |
| (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 | 1,122 | 187.7 |
| By Discretionary | ||
| Discretionary | 1,122 | 187.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,122 | 187.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.7 | |
| Total | 1,122 | 187.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002049950] | |
| D | [0002112381] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 12 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cross State Financial Group LLC
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NM | 188.3 M |
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OH | 188.2 M |
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The Westchester Group LLC
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187.9 M | |
|
Liftpoint Family Wealth Advisors LLC
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NJ | 187.7 M |
|
Colman Knight Advisory Group LLC
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MA | 187.7 M |
|
SFG Wealth Advisors LLC
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FL | 187.7 M |
|
Finarc Investments Inc
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|
MA | 187.6 M |
|
CFC Planning Company LLC
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|
IN | 187.3 M |
|
Ward & Associates
✚
|
CA | 187.2 M |
|
ERISA Advisers Inc
✚
|
TN | 187.1 M |