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REDWHEEL

MIAMI, FL · CRD 166517 · IAPD ↗ · redwheel.com · 3056029501

$4.38BRegulatory AUM
14Advisory reps
22Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — REDWHEEL reported RAUM down 41% ($7.57B -> $4.48B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
60
April 2025 — REDWHEEL grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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