Assets Under Management

$880.9M

Number of Clients

429

Number of Advisors

9

Average Client AUM

$2.1M

AUM per Advisor

$97.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

REDW Wealth LLC offers financial planning, investment, and wealth management services to individuals, pension plans, trusts, estates, charitable organizations, small businesses, and Native American tribes. They provide advice through consultations, covering financial objectives, cash flow, tax, insurance, investment management, education, retirement, and estate planning.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
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Location

8801 Horizon Blvd NE, Suite 401, Albuquerque, NM, 87113

9 Advisors at this firm

Redw Wealth Llc | TrueAdvisor