Data / Investment advisers / Tennessee / Red Door Wealth Management, LLC
Red Door Wealth Management, LLC, Memphis, TN: $3.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Red Door Wealth Management, LLC is an SEC registered investment adviser with its main office in Memphis, Tennessee and reports $3.1 billion in regulatory assets under management in its Form ADV filed July 31, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 8 private funds.
The request: Watch Red Door Wealth Management, LLC (CRD number 153235): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 153235
- SEC file number
- 801-79374
- SEC status
- Approved, effective March 31, 2014
- Main office
- 965 Ridge Lake Blvd Suite 105, Memphis, TN 38120
- Phone
- (901) 681-0018
- Regulatory AUM
- $3,085,696,189 in the Form ADV filed July 31, 2026
- Discretionary AUM
- $2,110,643,189
- Non discretionary AUM
- $975,053,000
- Accounts
- 4,471
- Employees
- 19, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 8: 5 private equity funds, 1 hedge fund, 1 venture capital fund, 1 other private fund
- Gross assets of private funds
- $137,605,275
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 428 | $2.68 billion |
| Individuals (other than high net worth individuals) | 501 | $188 million |
| Pooled investment vehicles | 7 | $132.6 million |
| Pension and profit sharing plans | 19 | $83.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.09 billion | March 9, 2026 |
| December 1, 2025 | $2.52 billion | October 27, 2025 |
Other advisers in Memphis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gerber/Taylor Management LLC | Memphis | $11.42 billion | 38 | adviserinfo.sec.gov |
| B. Riley Wealth Advisors, Inc. | Memphis | $4.21 billion | Not listed | adviserinfo.sec.gov |
| Highland Capital Management, LLC | Memphis | $3.88 billion | Not listed | adviserinfo.sec.gov |
| Southeastern Asset Management Inc. | Memphis | $3.70 billion | 1 | adviserinfo.sec.gov |
| Calydon Capital, LLC | Memphis | $3.58 billion | 1 | adviserinfo.sec.gov |
| Duncan Williams Asset Management, LLC | Memphis | $2.69 billion | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Memphis | $2.66 billion | Not listed | adviserinfo.sec.gov |
| Chickasaw Capital Management, LLC | Memphis | $2.55 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Memphis, TN
- Investment advisers in Tennessee
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Red Door Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.