# Red Door Wealth Management, LLC

> Red Door Wealth Management, LLC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 153235
- Filed as: RED DOOR WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153235
- AdvisorCensus page: https://advisorcensus.com/firm/red-door-wealth-management-llc-memphis-tn-153235

## Quick answers

**How is Red Door Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Red Door Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Red Door Wealth Management, LLC located?**
Red Door Wealth Management, LLC's principal office is in Memphis, TN, according to its Form ADV.

**Is Red Door Wealth Management, LLC registered with the SEC or a state?**
Red Door Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 153235.

**How much does Red Door Wealth Management, LLC manage?**
Red Door Wealth Management, LLC reports $3,085,696,189 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (68% discretionary).

**How have Red Door Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Red Door Wealth Management, LLC: Regulatory assets under management: $824,315,015 in the October 2021 data and $3,085,696,189 in the October 2026 data, up 274%. Total employees: 11 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Red Door Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (501); high net worth individuals (428); pension and profit sharing plans (but not the plan participants or government pension plans) (19).

**Which custodians does Red Door Wealth Management, LLC use?**
Red Door Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Red Door Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153235

**What changed in Red Door Wealth Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in MN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,085,696,189
- Discretionary: $2,110,643,189
- Non-discretionary: $975,053,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 501 | $187,994,299 |
| High net worth individuals | 428 | $2,681,582,484 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $132,605,275 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $83,514,131 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 19 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, GA, LA, MN, MO, MS, NC, NH, NM, NV, NY, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reddoorwealth.com
- Facebook @REDDOORWEALTHMANAGEMENT
- LinkedIn @red-door-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $824,315,015 | 11 | September 23, 2021 |
| October 2022 | $1,187,950,272 | 12 | September 15, 2022 |
| October 2023 | $1,443,693,071 | 13 | September 5, 2023 |
| October 2024 | $1,791,409,490 | 14 | September 17, 2024 |
| October 2025 | $2,520,524,776 | 17 | July 22, 2025 |
| October 2026 | $3,085,696,189 | 19 | July 31, 2026 |

Regulatory assets under management: $824,315,015 in the October 2021 data and $3,085,696,189 in the October 2026 data, up 274%.
Total employees: 11 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in MN.

### June 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Registered or notice-filed in SC.

### April 2026
- Employees performing advisory functions went from 9 to 10.
- Regulatory assets under management went from $2,520,524,776 to $3,085,696,189 (+22%).

### February 2026
- Registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Red Door Wealth Management, LLC (CRD 153235): Form ADV filing data as of October 2026.