{
  "crd_number": 109446,
  "slug": "redw-wealth-llc-albuquerque-nm-109446",
  "primary_business_name": "REDW WEALTH LLC",
  "legal_name": "REDW WEALTH LLC",
  "dbas": [
    "REDW WEALTH",
    "REDW WEALTH MANAGEMENT"
  ],
  "city": "Albuquerque",
  "state": "NM",
  "country": "United States",
  "cbsa_code": "10740",
  "metro": {
    "cbsa_code": "10740",
    "common_name": "Albuquerque",
    "msa_name": "Albuquerque, NM",
    "path": "/advisors/nm/albuquerque"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-05-10",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-07-10",
  "carried_forward": false,
  "raum_total": 869194004.0,
  "raum_discretionary": 820549259.0,
  "raum_non_discretionary": 48644745.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 15,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 24697036.0,
      "count": 7
    },
    "individuals": {
      "raum": 103028443.0,
      "count": 263
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 392780271.0,
      "count": 23
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 319151553.0,
      "count": 107
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 29536701.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "FL",
    "LA",
    "NE",
    "NH",
    "NM",
    "NY",
    "OR",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/REDW-WEALTH-LLC",
    "https://redw.com/Wealth (AFFILIATE)",
    "https://twitter.com/REDWWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109446",
  "city_as_filed": "ALBUQUERQUE",
  "url": "https://advisorcensus.com/firm/redw-wealth-llc-albuquerque-nm-109446",
  "display_name": "Redw Wealth LLC",
  "summary": "Redw Wealth LLC is an SEC-registered investment advisory firm in Albuquerque, NM, registered since 2000, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.",
  "citation": "AdvisorCensus. Redw Wealth LLC (CRD 109446): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "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)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Redw Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Redw Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "What does Redw Wealth LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated May 1, 2026 states: Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Redw Wealth LLC located?",
      "a": "Redw Wealth LLC's principal office is in Albuquerque, NM, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Redw Wealth LLC registered with the SEC or a state?",
      "a": "Redw Wealth LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109446."
    },
    {
      "q": "How much does Redw Wealth LLC manage?",
      "a": "Redw Wealth LLC reports $869,194,004 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (94% discretionary)."
    },
    {
      "q": "How have Redw Wealth LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Redw Wealth LLC: Regulatory assets under management: $822,832,005 in the October 2021 data and $869,194,004 in the October 2026 data, up 6%. Total employees: 13 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Redw Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (263); high net worth individuals (107); pension and profit sharing plans (but not the plan participants or government pension plans) (23)."
    },
    {
      "q": "Which custodians does Redw Wealth LLC use?",
      "a": "Redw Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Schwab Trust and Voya as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Redw Wealth LLC report any disciplinary disclosures?",
      "a": "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/109446"
    },
    {
      "q": "What changed in Redw Wealth LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in SC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 822832005.0,
      "total_employees": 13,
      "filing_date": "2021-07-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 955100555.0,
      "total_employees": 13,
      "filing_date": "2022-07-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 896400602.0,
      "total_employees": 14,
      "filing_date": "2023-08-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1004648408.0,
      "total_employees": 17,
      "filing_date": "2024-07-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 880865022.0,
      "total_employees": 14,
      "filing_date": "2025-06-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 869194004.0,
      "total_employees": 15,
      "filing_date": "2026-07-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in IL, MI, OK, UT, VT."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "No longer lists an office in Oklahoma City, OK."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.75% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "In our Investment Management services, clients are charged an annual fee based on a percentage of assets under management (AUM). This fee typically ranges from 0.5% to 1.75% of the client's AUM, depending on the size and complexity of the portfolio, as well as the scope of services provided."
        ]
      }
    ],
    "quotes": [
      "In our Investment Management services, clients are charged an annual fee based on a percentage of assets under management (AUM). This fee typically ranges from 0.5% to 1.75% of the client's AUM, depending on the size and complexity of the portfolio, as well as the scope of services provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Schwab Trust",
      "name_as_filed": "SCHWAB TRUST",
      "affiliated": false
    },
    {
      "name": "Voya",
      "name_as_filed": "VOYA",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/redw-wealth-llc-albuquerque-nm-109446.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 263,
      "fewer_than_5": false,
      "raum": 103028443.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 107,
      "fewer_than_5": false,
      "raum": 319151553.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 392780271.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 24697036.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 29536701.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109446",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}