AdvisorCensus / Financial advisors / Illinois / Chicago / Redmont Wealth
Redmont Wealth
Filed as REDMONT WEALTH · Legal name Redmont Wealth Advisors LLC
Redmont Wealth is a state-registered investment advisory firm in Chicago, IL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.
Quick answers
From the filingHow is Redmont Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Redmont Wealth reports these compensation arrangements: fixed fees (other than subscription fees).
Where is Redmont Wealth located?
Redmont Wealth's principal office is in Chicago, IL, according to its Form ADV.
Is Redmont Wealth registered with the SEC or a state?
Redmont Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 310981.
How much does Redmont Wealth manage?
Redmont Wealth reports $4,783,912 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).
How have Redmont Wealth's assets and staff changed since 2021?
In the Form ADV data for Redmont Wealth: Regulatory assets under management: $122,688,000 in the October 2021 data and $4,783,912 in the October 2026 data, down 96%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Redmont Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).
Does Redmont Wealth 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/310981
What changed in Redmont Wealth's recent Form ADV filings?
In the September 2026 filing data: Moved from SEC registration to state registration. No longer registered or notice-filed in CA, OH.
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- 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
Regulatory assets under management
Item 5.F$4,783,912 as of October 2026, filing dated May 4, 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- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Redmont Wealth Advisors LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,783,912 | 2 | May 4, 2026 |
| October 2025 | $237,713,064 | 4 | June 2, 2025 |
| October 2024 | $187,087,860 | 4 | March 28, 2024 |
| October 2023 | $187,680,000 | 4 | June 30, 2023 |
| October 2022 | $170,253,000 | 4 | September 26, 2022 |
| October 2021 | $122,688,000 | 3 | March 30, 2021 |
Regulatory assets under management: $122,688,000 in the October 2021 data and $4,783,912 in the October 2026 data, down 96%.
Total employees: 3 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Moved from SEC registration to state registration.
- No longer registered or notice-filed in CA, OH.
- June 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $259,996,009 to $4,783,912 (-98%).
- April 2026
- Employees performing advisory functions went from 3 to 2.
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. Redmont Wealth (CRD 310981): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/redmont-wealth-chicago-il-310981