⌕
Firm profile

Redeem Wealth Management

GILBERT, AZCRD 313761Registration Status: ApprovedEffective since July 22, 2026Latest ADV June 25, 2026

Redeem Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Gilbert, AZ. Its latest Form ADV filing, dated June 25, 2026, reports $119M in regulatory assets under management, 4 employees, and 773 accounts.

Assets Under Management
$119M
Employees
4
Offices
--
Total Clients
228
Primary office
GILBERT, AZ
2162 E WILLIAMS FIELD RD SUITE 111, GILBERT, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOHouston J. Friend

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 88.2% of total clients.
Top client categories% of clientsClients
1
Individuals
88.2%
201
2
HNWI
11.8%
27
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$119Mas of June 25, 2026
Discretionary100.0%
$119M
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$119M
Total Accounts773
10Y AUM Change—

Employee Growth by Quarter

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

Total Employees4
Clients per Employee57:1
10Y Employee Change—

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.