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Managing Principal · Redw Wealth LLC

Steven R. Cogan

CRD 4377592 · Named on Form ADV at one SEC-registered adviser

At a glance

Redw Wealth LLC, an SEC-registered asset manager based in Albuquerque, NM with $869 million in regulatory assets, lists Steven R. Cogan on its Form ADV as Managing Principal, a control person.

Firms and roles

  • Redw Wealth LLCManaging PrincipalAsset manager · Albuquerque, NM · $869M in regulatory assets

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (14)

9 more people named with Steven on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.