AdvisorCensus / Financial advisors / Arizona / Phoenix / Redeem Wealth Management
Redeem Wealth Management
Filed as REDEEM WEALTH MANAGEMENT · Legal name Redeem Financial Group LLC
Redeem Wealth Management is an SEC-registered investment advisory firm in Gilbert, AZ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.
Quick answers
From the filingHow is Redeem Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Redeem Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).
Where is Redeem Wealth Management located?
Redeem Wealth Management's principal office is in Gilbert, AZ, according to its Form ADV.
Is Redeem Wealth Management registered with the SEC or a state?
Redeem Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 313761.
How much does Redeem Wealth Management manage?
Redeem Wealth Management reports $118,646,328 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).
What types of clients does Redeem Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (201); high net worth individuals (27).
Which custodians does Redeem Wealth Management use?
Redeem Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Redeem Wealth Management 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/313761
What changed in Redeem Wealth Management's recent Form ADV filings?
In the August 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated June 22, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$118,646,328 as of October 2026, filing dated June 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Redeem Financial Group LLC
- Also doing business as
- REDEEM.WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Redeem Wealth Management (CRD 313761): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/redeem-wealth-management-gilbert-az-313761