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REDEEM WEALTH MANAGEMENT

GILBERT, AZ · CRD 313761 · IAPD ↗ · 480-680-7975

$118.6MRegulatory AUM
3Advisory reps
4Employees
12Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — REDEEM WEALTH MANAGEMENT (GILBERT, AZ) is newly SEC-registered with $118.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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