REDW WEALTH LLC
Albuquerque, New Mexico
3.0
18 Reviews
REDW Wealth LLC is a highly reputable investment advisory firm based out of Albuquerque, NM. With over 250 individual clients and an impressive $896,401,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates from two offices, catering to a diverse range of clients' financial needs.
As an accounting firm, Redw Wealth LLC offers comprehensive services beyond investment advisory, providing clients with a holistic approach to financial planning. While they manage both 401K and individual accounts, these represent less than 30% of their assets under management. How...
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Assets Under Mgmt
$896.4M
Investment Professionals
14
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Other: TAX PREPARATION
Other Business Activities
Accountant or accounting firm
Articles
Articles
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