Firm profile

RED DOOR WEALTH MANAGEMENT, LLC

MEMPHIS, TNCRD 153235Latest ADV April 29, 2026

Red Door Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated April 29, 2026, reports $3.1B in regulatory assets under management, 19 employees, and 4,471 accounts.

Assets Under Management
$3.1B
Employees
19
Offices
--
Total Clients
955
Primary office
MEMPHIS, TN
965 RIDGE LAKE BLVD, SUITE 105, MEMPHIS, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOJohn Phillips
CIOJohn Phillips

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
501
2
HNWI
44.8%
428
3
Pension Plans
2.0%
19
4
Pooled Investment Vehicles
0.7%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.1Bas of April 29, 2026
Discretionary68.4%
$2.1B
68% of total RAUM68.4%
Non-discretionary31.6%
$975M
32% of total RAUM31.6%
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$3.1B
Total Accounts4,471
10Y AUM Change+$2.8B (+1027.0%)

Employee Growth by Quarter

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

Total Employees19
Clients per Employee50:1
10Y Employee Change+13 (+216.7%)

* 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.