|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| REDW Wealth LLC
✚
|
|
|---|---|
| CRD # | 109446 |
| SEC # | 801-57516 |
| CIK # | 0001688931 |
| AUM | $880.9 M (2025-06-17) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 505-998-3200 |
| Address | 8801 Horizon Blvd Ne, Suite 401 Albuquerque, NM 87113 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 263 | 84.0 |
| (b) Individuals (high net worth individuals) | 128 | 352.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 354.8 |
| (h) Charitable organizations | 9 | 68.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 21.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,019 | 880.9 |
| By Discretionary | ||
| Discretionary | 1,018 | 832.2 |
| Non-Discretionary | 1 | 48.6 |
| Total | 1,019 | 880.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 880.9 | |
| Total | 1,019 | 880.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001688931] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Benjamin F Edwards Wealth Management LLC
✚
|
MO | 0.9 |
|
Old Mission Investment Company LLC
✚
|
MI | 0.9 |
|
Fiduciary Experts LLC
✚
|
0.9 | |
|
Modern Portfolio Management Inc
✚
|
OH | 0.9 |
|
Capsouth Partners Inc
✚
|
AL | 0.9 |
|
Navellier & Associates Inc
✚
|
NV | 0.9 |
|
Sovereign Financial Group Inc
✚
|
CT | 0.9 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
KPP Advisory Services LLC
✚
|
KY | 0.9 |
|
The Marshall Financial Group Inc
✚
|
PA | 0.9 |