OKLAHOMA CITY, OKCRD 311525Latest ADV February 6, 2026
Redstone Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated February 6, 2026, reports $188M in regulatory assets under management, 10 employees, and 1,122 accounts.
Assets Under Management
$188M
Employees
10
Offices
--
Total Clients
602
Primary office
OKLAHOMA CITY, OK
3404 NW 135TH ST, OKLAHOMA CITY, OK, United States
Top client segmentIndividuals represent 91.4% of total clients.
Top client categories% of clientsClients
1
Individuals
91.4%
550
2
HNWI
6.6%
40
3
Pension Plans
2.0%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$188Mas of February 6, 2026
Discretionary100.0%
$188M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$188M
Total Accounts1,122
10Y AUM Change+$80M (+73.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee60:1
10Y Employee Change+2 (+25.0%)
* 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.