Data / Investment advisers / Arizona / Redeem Wealth Management
Redeem Wealth Management, Gilbert, AZ: $119 million AUM, SEC registered investment adviser
Redeem Wealth Management is an SEC registered investment adviser with its main office in Gilbert, Arizona and reports $119 million in regulatory assets under management in its Form ADV filed June 25, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and subscription fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 313761
- SEC file number
- 801-136807
- SEC status
- Approved, effective July 22, 2026
- Legal name
- Redeem Financial Group LLC
- Main office
- 2162 E Williams Field Rd Suite 111, Gilbert, AZ 85295
- Phone
- (480) 680-7975
- Regulatory AUM
- $118,646,328 in the Form ADV filed June 25, 2026
- Discretionary AUM
- $118,646,328
- Accounts
- 773
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, subscription fees, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 25, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 201 | $65 million |
| High net worth individuals | 27 | $49.3 million |
| Corporations or other businesses | Fewer than 5 | $3.9 million |
| Charitable organizations | Fewer than 5 | $483,889 |
Other advisers in Arizona
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Degreen Private Wealth, LLC | Scottsdale | $132.8 million | Not listed | adviserinfo.sec.gov |
| Idx Advisors | Scottsdale | $128.1 million | Not listed | adviserinfo.sec.gov |
| GPS Investments | Scottsdale | $127.7 million | Not listed | adviserinfo.sec.gov |
| Luminescent Wealth Management, Inc. | Scottsdale | $127.4 million | Not listed | adviserinfo.sec.gov |
| Form Prosperity Wealth Advisors, LLC | Chandler | $119 million | Not listed | adviserinfo.sec.gov |
| Schulz Financial Group | Tucson | $114.9 million | Not listed | adviserinfo.sec.gov |
| Endeavor Advisors LLC | Phoenix | $114.4 million | Not listed | adviserinfo.sec.gov |
| Alpha Fiduciary | Phoenix | $114 million | 13 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arizona
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Redeem Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.