|
⚲
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| REDW Wealth LLC
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| |
|---|---|
| CRD # | 109446 |
| SEC # | 801-57516 |
| CIK # | 0001688931 |
| AUM | $1.0 BB (2024-07-10) |
| Employees | 17 (82% Investors, 0% Brokers) |
| Phone | 505-998-3200 |
| Address | 8801 Horizon Blvd Ne, Suite 401 Albuquerque, NM 87113 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.3 | |
| MSFT | 1,918,222.4 | 5.5 | |
| AMZN | 1,092,997.8 | 2.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 81.2 |
| (b) Individuals (high net worth individuals) | 150 | 506.9 |
| (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 | 24 | 317.9 |
| (h) Charitable organizations | 8 | 62.9 |
| (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 | 5 | 35.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,227 | 1,004.6 |
| By Discretionary | ||
| Discretionary | 1,227 | 1,004.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,227 | 1,004.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,004.6 | |
| Total | 1,227 | 1,004.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001688931] |
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|---|---|---|
|
Vision Capital Management Inc
✚
|
OR | 1.0 |
|
Association Financial Services Inc
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|
UT | 1.0 |
|
Great Waters Wealth Management
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MN | 1.0 |
|
Journey Advisory Group LLC
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KY | 1.0 |
|
Greenrock Research Inc
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IL | 1.0 |
|
Level Four Capital Management
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TX | 1.0 |
|
CornerStone Wealth Strategies Inc
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|
WA | 1.0 |
|
Campbell Wealth Management Inc
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|
VA | 1.0 |
|
Beacon Retirement Planning Services Inc
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TX | 1.0 |
|
Strategic Financial Concepts LLC
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|
TX | 1.0 |