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| Keyboard |
| REDW Wealth LLC
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|---|---|
| CRD # | 109446 |
| SEC # | 801-57516 |
| CIK # | 0001688931 |
| AUM | 869.2 M (2026-05-01) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 505-998-3200 |
| Address | 8801 Horizon Blvd Ne, Suite 401 Albuquerque, NM 87113 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 263 | 103.0 |
| (b) Individuals (high net worth individuals) | 107 | 319.2 |
| (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 | 23 | 392.8 |
| (h) Charitable organizations | 7 | 24.7 |
| (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 | 29.5 |
| (n) Other | 0 | 0.0 |
| Total | 892 | 869.2 |
| By Discretionary | ||
| Discretionary | 891 | 820.5 |
| Non-Discretionary | 1 | 48.6 |
| Total | 892 | 869.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 869.2 | |
| Total | 892 | 869.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001688931] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
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