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REDBUD ADVISORS

AUSTIN, TX · CRD 300477 · IAPD ↗ · 512-222-6968

$367.8MRegulatory AUM
5Advisory reps
8Employees
4Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
February 2025 — REDBUD ADVISORS reported RAUM up 54% ($203.8M -> $314.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — REDBUD ADVISORS reported RAUM up 36% ($149.9M -> $203.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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