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Redw Wealth Llc
Albuquerque, New Mexico
3.0
17 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...see more
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
Reviews for Redw Wealth Llc
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