REDW Wealth LLC

  • Investment Bank/Securities Brokerage
  • Albuquerque NM
  • 11 employees
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Company Overview

Headquarters
7425 Jefferson St NE, Albuquerque NM
Website
redw.com/wealth
Employees
11
Founded in
1997
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$10B

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Who is REDW Wealth LLC

REDW Wealth LLC is an SEC registered investment advisory firm located in Albuquerque, New Mexico. The company employs 11 individuals and reports annual revenue exceeding $10,000. REDW Wealth provides a range of financial services to clients, including wealth and asset management, investment advice, and financial and estate planning. The firm prides itself on its "fee-only" model, meaning it only receives compensation directly from clients for its investment advice and does not accept commissions or other forms of payment related to investment products. REDW Wealth differentiates itself through a personalized investment approach that combines asset allocation and sector analysis to construct diversified portfolios tailored to each client's unique financial goals and requirements. For more information about REDW Wealth LLC and its services, please visit redw.com/wealth.

REDW Wealth LLC Tech Stack

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FAQ

What is the location of REDW Wealth LLC's headquarters?
The headquarters of REDW Wealth LLC are situated at 7425 Jefferson St NE, Albuquerque NM
What is REDW Wealth LLC's official website?
The official website of REDW Wealth LLC can be found at redw.com/wealth.
What is REDW Wealth LLC's current revenue?
As of August 2023, REDW Wealth LLC's annual revenue reached $10B.
How many employees does REDW Wealth LLC currently have?
REDW Wealth LLC employs approximately 11+ people as of August 2023
When was REDW Wealth LLC founded?
REDW Wealth LLC was founded in 1997.

Employee Directory

Key Employees

Yesenia F.

Client Service Specialist

Phone Email

Robert Elzholz

Principal

Phone Email

Dorine Sanchez

Senior Portfolio Manager / Director of Operations

Phone Email

Yesenia Fernandez

Operations Specialist

Phone Email