REDW WEALTH LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $869.2M |
| Discretionary | $820.5M94% of AUM |
| Non-Discretionary | $48.6M |
| Client Accounts | 892 |
| Avg Account Size | $974K |
| Employees | 15 |
| Peak AUM | $1.00BMar 2024 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $869M | 1.3% | 1.0% | +1.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $869.2M |
| Discretionary | $820.5M |
| Employees | 15 |
| Client Accounts | 892 |
| Client Range | 51-100 |
Contact & Location
Address
8801 HORIZON BLVD NE, SUITE 401
ALBUQUERQUE NM 87113
Phone
505-998-3200
Filing History
69 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$821M
94.4% of AUM
Non-Discretionary
$49M
5.6% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer Custody
Other Registrations
Commodity Pool Operator
Related Entities (Item 7)
Insurance Company