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REDMOND ASSET MANAGEMENT, LLC

HENRICO, VA · CRD 138706 · IAPD ↗ · redmondassetmanagement.com · 804-288-6080

$537.2MRegulatory AUM
2Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — REDMOND ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($378.5M -> $557.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
December 2024 — REDMOND ASSET MANAGEMENT, LLC notice-filed in CO, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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