Data / Investment advisers / New Mexico / Redw Wealth LLC
Redw Wealth LLC, Albuquerque, NM: $869 million AUM, SEC registered investment adviser
Redw Wealth LLC is an SEC registered investment adviser with its main office in Albuquerque, New Mexico and reports $869 million in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 109446
- SEC file number
- 801-57516
- SEC status
- Approved, effective May 10, 2000
- Main office
- 8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113
- Phone
- (505) 998-3200
- Regulatory AUM
- $869,194,004 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $820,549,259
- Non discretionary AUM
- $48,644,745
- Accounts
- 892
- Employees
- 15, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 30, 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 |
|---|---|---|
| Pension and profit sharing plans | 23 | $392.8 million |
| High net worth individuals | 107 | $319.2 million |
| Individuals (other than high net worth individuals) | 263 | $103 million |
| Corporations or other businesses | 3 | $29.5 million |
| Charitable organizations | 7 | $24.7 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 | $869.2 million | March 24, 2026 |
| December 1, 2025 | $880.9 million | October 21, 2025 |
Other advisers in Albuquerque
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ulrich Investment Consultants | Albuquerque | $3.62 billion | Not listed | adviserinfo.sec.gov |
| John Moore & Associates Inc | Albuquerque | $1.03 billion | Not listed | adviserinfo.sec.gov |
| Zanetti Financial, LLC | Albuquerque | $809.4 million | Not listed | adviserinfo.sec.gov |
| Portfolio Wealth Advisors | Albuquerque | $395.5 million | Not listed | adviserinfo.sec.gov |
| DXD Capital | Albuquerque | $353.4 million | 21 | adviserinfo.sec.gov |
| Titan Fund Management, LLC | Albuquerque | $250.7 million | 4 | adviserinfo.sec.gov |
| Madrid Wealth Management | Albuquerque | $212.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Albuquerque, NM
- Investment advisers in New Mexico
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Redw Wealth 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.