Data / Investment advisers / Oklahoma / Redstone Wealth Management, LLC
Redstone Wealth Management, LLC, Oklahoma City, OK: $188 million AUM, SEC registered investment adviser
Redstone Wealth Management, LLC is an SEC registered investment adviser with its main office in Oklahoma City, Oklahoma and reports $188 million in regulatory assets under management in its Form ADV filed September 10, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 311525
- SEC file number
- 801-127994
- SEC status
- Approved, effective May 17, 2023
- Main office
- 3404 NW 135th St, Oklahoma City, OK 73120
- Phone
- (405) 844-9933
- Regulatory AUM
- $187,700,203 in the Form ADV filed September 10, 2026
- Discretionary AUM
- $187,700,203
- Accounts
- 1,122
- Employees
- 10, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 10, 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) | 550 | $120 million |
| High net worth individuals | 40 | $67.7 million |
| Pension and profit sharing plans | 12 | Not listed |
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 |
|---|---|---|
| March 2, 2026 | $187.7 million | February 6, 2026 |
| December 1, 2025 | $153.8 million | March 5, 2025 |
Other advisers in Oklahoma City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Windle Wealth | Oklahoma City | $251 million | Not listed | adviserinfo.sec.gov |
| Lig Capital Management, LLC | Oklahoma City | $250.4 million | Not listed | adviserinfo.sec.gov |
| Bison Capital Advisors, LLC | Oklahoma City | $250 million | Not listed | adviserinfo.sec.gov |
| Adaptation Financial Advisors Inc. | Oklahoma City | $233.6 million | Not listed | adviserinfo.sec.gov |
| Asset Management Advisors, LLC | Oklahoma City | $221.3 million | Not listed | adviserinfo.sec.gov |
| Comprehensive Financial Planning Inc | Oklahoma City | $176 million | Not listed | adviserinfo.sec.gov |
| Servo Wealth Management LLC | Oklahoma City | $173.8 million | Not listed | adviserinfo.sec.gov |
| G. Dewayne McAnally | Oklahoma City | $170.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma City, OK
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Redstone Wealth Management, LLC 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.