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REDWHEEL

LONDON, United Kingdom · CRD 168656 · IAPD ↗ · 44 20 7227 6000

$17.32BRegulatory AUM
51Advisory reps
149Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

36
April 2026 — REDWHEEL reported RAUM up 31% ($13.23B -> $17.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2026 — REDWHEEL grew from 38 to 51 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
April 2025 — REDWHEEL reported RAUM up 30% ($10.18B -> $13.23B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — REDWHEEL grew from 33 to 38 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.