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RED DOOR WEALTH MANAGEMENT, LLC

MEMPHIS, TN · CRD 153235 · IAPD ↗ · 901-681-0018

$3.09BRegulatory AUM
10Advisory reps
19Employees
0Clients
More than 500Planning clients
8Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — RED DOOR WEALTH MANAGEMENT, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2026 — RED DOOR WEALTH MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2026 — RED DOOR WEALTH MANAGEMENT, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — RED DOOR WEALTH MANAGEMENT, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — RED DOOR WEALTH MANAGEMENT, LLC reported RAUM up 41% ($1.79B -> $2.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
June 2024 — RED DOOR WEALTH MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — RED DOOR WEALTH MANAGEMENT, LLC notice-filed in NM, NY, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — RED DOOR WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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