Investment adviser · CRD 290054
REDEFINE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Sep 18, 2018
- Regulatory AUM
- $54M Form ADV · Item 5.F
- Client accounts
- 107 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 | 34 | $49,000,000 | 90.7% |
| Individuals | 22 | $5,000,000 | 9.3% |
Filing source
Form ADV 1241227 · Sep 18, 2018 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 18, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1700 LINCOLN STREET, SUITE 2260DENVER, CO, 80203, United States
CRD 290054
Filing source
Form ADV 1241227 · Sep 18, 2018 · 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.