# Redmont Wealth

> 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.

- CRD: 310981
- Filed as: REDMONT WEALTH
- Legal name: Redmont Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310981
- AdvisorCensus page: https://advisorcensus.com/firm/redmont-wealth-chicago-il-310981

## Quick answers

**How 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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,783,912
- Discretionary: $4,783,912
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $4,783,912 |
| Other investment advisers | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @redmont-wealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $122,688,000 | 3 | March 30, 2021 |
| October 2022 | $170,253,000 | 4 | September 26, 2022 |
| October 2023 | $187,680,000 | 4 | June 30, 2023 |
| October 2024 | $187,087,860 | 4 | March 28, 2024 |
| October 2025 | $237,713,064 | 4 | June 2, 2025 |
| October 2026 | $4,783,912 | 2 | May 4, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Redmont Wealth (CRD 310981): Form ADV filing data as of October 2026.