Investment adviser · CRD 109446

REDW WEALTH LLC

Investment adviser filing (IA)

ALBUQUERQUE, NM, United States · Form ADV filed Jul 10, 2026

Regulatory AUM: $869M
Client accounts: 892
Employees: 15
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	23	$392,780,271	45.2%
High-net-worth individuals	107	$319,151,553	36.7%
Individuals	263	$103,028,443	11.9%
Corporations & businesses	Fewer than 5	$29,536,701	3.4%
Charities	7	$24,697,036	2.8%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2118805 · Jul 10, 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

0 Private funds

The 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: Jul 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8801 HORIZON BLVD NE, SUITE 401
ALBUQUERQUE, NM, 87113, United States

CRD 109446

Filing source

Form ADV 2118805 · Jul 10, 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.