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Firm profile

Redw Wealth LLC

ALBUQUERQUE, NMCRD 109446Latest ADV May 1, 2026

Redw Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albuquerque, NM. Its latest Form ADV filing, dated April 9, 2026, reports $869M in regulatory assets under management, 15 employees, 3 offices, and 892 accounts.

Assets Under Management
$869M
Employees
15
Offices
3 offices
Total Clients
403
Primary office
ALBUQUERQUE, NM
8801 HORIZON BLVD NE, SUITE 401, ALBUQUERQUE, NM, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJames R. Karberg

Advisory services offered

8 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
263
2
HNWI
26.6%
107
3
Pension Plans
5.7%
23
4
Charitable
1.7%
7
5
Corporations
0.7%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$869Mas of May 1, 2026
Discretionary94.4%
$821M
94% of total RAUM94.4%
Non-discretionary5.6%
$49M
6% of total RAUM5.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$869M
Total Accounts892
10Y AUM Change+$266M (+44.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee27:1
10Y Employee Change-1 (-6.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.