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REDW WEALTH LLC

ALBUQUERQUE, NM · CRD 109446 · IAPD ↗ · 505-998-3200

$869.2MRegulatory AUM
9Advisory reps
15Employees
0Clients
51-100Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — REDW WEALTH LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2026 — REDW WEALTH LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — REDW WEALTH LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
April 2025 — REDW WEALTH LLC notice-filed in LA, OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — REDW WEALTH LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
January 2025 — REDW WEALTH LLC notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
January 2025 — REDW WEALTH LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
November 2024 — REDW WEALTH LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
November 2024 — REDW WEALTH LLC shrank from 14 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2024 — REDW WEALTH LLC crossed $1B in regulatory AUM ($896.4M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.