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
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 April 9, 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.
Latest 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%)
* 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.