# Redstone Wealth Management, LLC

> Redstone Wealth Management, LLC is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 311525
- Filed as: REDSTONE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311525
- AdvisorCensus page: https://advisorcensus.com/firm/redstone-wealth-management-llc-oklahoma-city-ok-311525

## Quick answers

**How is Redstone Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Redstone Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Redstone Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Asset-based fee: up to 1.95% of assets a year (the maximum the brochure states); Flat fee: $250 to $15,000 (Initial financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Redstone Wealth Management, LLC located?**
Redstone Wealth Management, LLC's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Redstone Wealth Management, LLC registered with the SEC or a state?**
Redstone Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 311525.

**How much does Redstone Wealth Management, LLC manage?**
Redstone Wealth Management, LLC reports $187,700,203 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**How have Redstone Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Redstone Wealth Management, LLC: Regulatory assets under management: $108,000,000 in the October 2023 data and $187,700,203 in the October 2026 data, up 74%. Total employees: 8 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Redstone Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (550); high net worth individuals (40); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Redstone Wealth Management, LLC use?**
Redstone Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Redstone 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 SEC record: https://adviserinfo.sec.gov/firm/summary/311525

**Does Redstone Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "We do not require a minimum account size to establish an advisory relationship."

**What changed in Redstone Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $153,844,160 to $187,700,203 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Asset-based fee: up to 1.95% of assets a year (the maximum the brochure states)

> Our annual fee for asset management services is based on a maximum of 1.95% of the market value of the assets under management.

> Initial financial planning services are typically offered for a fixed fee ranging from $250 to $15,000.

> Annual financial planning fees generally range between $3,000 and $20,000 per year.

- Account minimum: None

> We do not require a minimum account size to establish an advisory relationship.

- Flat fee: $250 to $15,000 (Initial financial planning services)

> Initial financial planning services are typically offered for a fixed fee ranging from $250 to $15,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- 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: $187,700,203
- Discretionary: $187,700,203
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 550 | $120,000,000 |
| High net worth individuals | 40 | $67,700,203 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- redstonewm.com
- Facebook @redstonewm
- LinkedIn @redstonewm
- LinkedIn @lee--cantrell

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $108,000,000 | 8 | April 26, 2023 |
| October 2024 | $131,022,000 | 10 | September 19, 2024 |
| October 2025 | $153,844,160 | 10 | March 5, 2025 |
| October 2026 | $187,700,203 | 10 | September 10, 2026 |

Regulatory assets under management: $108,000,000 in the October 2023 data and $187,700,203 in the October 2026 data, up 74%.
Total employees: 8 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $153,844,160 to $187,700,203 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Redstone Wealth Management, LLC (CRD 311525): Form ADV filing data as of October 2026.