Investment adviser · CRD 153235
RED DOOR WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
MEMPHIS, TN, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $3.09B Form ADV · Item 5.F
- Client accounts
- 4,471 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 428 | $2,681,582,484 | 86.9% |
| Individuals | 501 | $187,994,299 | 6.1% |
| Pooled investment vehicles | 7 | $132,605,275 | 4.3% |
| Retirement plans | 19 | $83,514,131 | 2.7% |
Filing source
Form ADV 2123349 · Jul 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
RED DOOR PARTNERS FUND LLCHedge Fund · Last reported Jul 31, 2026$51.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WATKINS UIBERALL
PCAOB 1738
Fund details & source
- Fund ID
- 805-9296324993
- Reported beneficial owners
- 42
- Minimum commitment
- $100K
- Form D file number
- 021-332796
Form ADV 2123349 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RED DOOR ECOSERVPrivate Equity Fund · Last reported Jul 31, 2026$26.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WATKINS UIBERALL
PCAOB 1738
Fund details & source
- Fund ID
- 805-8778010865
- Reported beneficial owners
- 48
- Minimum commitment
- $100K
- Form D file number
- 021-472519
Form ADV 2123349 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RED DOOR ICW FUND LLCPrivate Equity Fund · Last reported Jul 31, 2026$26.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WATKINS UIBERALL
PCAOB 1738
Fund details & source
- Fund ID
- 805-6955098672
- Reported beneficial owners
- 83
- Minimum commitment
- $250K
- Form D file number
- 021-1963938
Form ADV 2123349 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RED DOOR LSB LLCPrivate Equity Fund · Last reported Jul 31, 2026$13.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WATKINS UIBERALL
PCAOB 1738
Fund details & source
- Fund ID
- 805-3411514662
- Reported beneficial owners
- 25
- Minimum commitment
- $100K
- Form D file number
- 021-409438
Form ADV 2123349 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RED DOOR OPPORTUNITY FUND II LPPrivate Equity Fund · Last reported Jul 31, 2026$9.11MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-8081372206
- Reported beneficial owners
- 69
- Minimum commitment
- $100K
- Form D file number
- 021-8611
Form ADV 2123349 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RED DOOR BANNER FUND LPVenture Capital Fund · Last reported Jul 31, 2026$5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WATKINS UIBERALL
PCAOB 1738
Fund details & source
- Fund ID
- 805-5820397548
- Reported beneficial owners
- 44
- Minimum commitment
- $100K
- Form D file number
- 021-30154
Form ADV 2123349 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RED DOOR OPPORTUNITY FUND I LPOther Private Fund · Last reported Jul 31, 2026$4.42MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-9857964233
- Reported beneficial owners
- 24
- Minimum commitment
- $50K
Form ADV 2123349 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
965 RIDGE LAKE BLVD, SUITE 105MEMPHIS, TN, 38120, United States
CRD 153235
Filing source
Form ADV 2123349 · Jul 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.