# Red Griffin Wealth Management LLC

> Red Griffin Wealth Management LLC is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 277139
- Filed as: RED GRIFFIN WEALTH MANAGEMENT LLC
- Legal name: XIE, RUI
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/277139
- AdvisorCensus page: https://advisorcensus.com/firm/red-griffin-wealth-management-llc-277139

## Quick answers

**How is Red Griffin Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Red Griffin Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Red Griffin Wealth Management LLC registered with the SEC or a state?**
Red Griffin Wealth Management LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 277139.

**How much does Red Griffin Wealth Management LLC manage?**
Red Griffin Wealth Management LLC reports $6,369,104 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (69% discretionary).

**Does Red Griffin 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/277139

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $6,369,104
- Discretionary: $4,369,104
- Non-discretionary: $2,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | Fewer than 5 | $5,868,333 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $500,771 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- redgriffinwm.com
- Facebook @redgriffinwm
- Instagram @redgriffinwealth
- X @redgriffinwm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Red Griffin Wealth Management LLC (CRD 277139): Form ADV filing data as of October 2026.