Redw Wealth LLC

Redw Wealth LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Albuquerque, New Mexico. On its latest Form ADV, filed October 30, 2026, it reports $869M in regulatory assets under management, 370 individual clients and 9 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	109446 · SEC file 801-57516
Office	8801 Horizon Blvd NE, Suite 401 Albuquerque, NM 87113
Phone	(505) 998-3200
Website	www.redw.com (parent company look under affiliates))
Regulatory assets under management	$869M ($821M discretionary)
Individual clients	263 non-high-net-worth, 107 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Hourly, Fixed fee, Other
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars
Employees	15
Disciplinary disclosures	None reported
Latest Form ADV filing	October 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Albuquerque

• John Moore & Associates Inc $1.0B
• Portfolio Wealth Advisors $395M
• Sandia Wealth Management, LLC $193M
• Hanseatic Management Services Inc $174M
• Madrid Wealth Management $212M
• Educated Wallet LLC $13M

See all 14 fee-only advisers in Albuquerque →