# Redeem Wealth Management

> 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.

- CRD: 313761
- Filed as: REDEEM WEALTH MANAGEMENT
- Legal name: Redeem Financial Group LLC
- Also doing business as: REDEEM.WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313761
- AdvisorCensus page: https://advisorcensus.com/firm/redeem-wealth-management-gilbert-az-313761

## Quick answers

**How 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

### Compensation (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)

### Custodians (Schedule D, Section 5.K(3))
- Betterment Securities
- 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: $118,646,328
- Discretionary: $118,646,328
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 201 | $64,962,662 |
| High net worth individuals | 27 | $49,293,428 |
| Charitable organizations | Fewer than 5 | $483,889 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,906,349 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- redeemfinancialgroup.com
- Facebook @redeemwealth
- Instagram @redeemwealth
- LinkedIn @redeemwealth
- X @redeemwealth
- YouTube @UCk39mNIZpxnAS1xpZ_SDwyg

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Redeem Wealth Management (CRD 313761): Form ADV filing data as of October 2026.