Asset manager · Albuquerque, NM
Redw Wealth LLC
SEC-registered investment adviser · CRD 109446 · SEC 801-57516
At a glance
Redw Wealth LLC is an SEC-registered investment adviser based in Albuquerque, New Mexico, with $869 million in regulatory assets under management as of its Form ADV filed July 10, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 370 individual clients. By Form ADV it is a asset manager, ranked 1,424th of 3,218 asset managers and 5,816th of 17,210 SEC-registered advisers by assets.
Main office 505-998-3200LinkedInAs filed on Form ADV
- Regulatory AUM
- $869M
- Rank among asset managers
- #1,424 of 3,218
- Rank among all SEC RIAs
- #5,816 of 17,210
- Rank in New Mexico
- #4 of 25
- Individual clients
- 370
- High-net-worth clients
- 107
- Accounts
- 892
- Discretionary
- 94% of AUM
- Employees
- 15
- Advisory staff
- 9
- Offices
- 5
Owners and executives on its Form ADV
- Steven R. CoganManaging Principal
- James F. MontoyaPrincipal
- Christopher W. TyhurstPrincipal
- Tom L. FriendPrincipal
- Dean N. WillinghamPrincipal
- Akm M. KamalPrincipal
- Anthony R. GerlachPrincipal
- Jessica L. BundyPrincipal
- Jamie S. FridleyPrincipal
- James A. OrtizPrincipal
- Jeffrey O. LargayPrincipal
- Brian FoltynPrincipal
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 23 | $393M | 45% |
| High-net-worth individuals | 107 | $319M | 37% |
| Individuals | 263 | $103M | 12% |
| Corporations or other businesses | 3 | $30M | 3% |
| Charitable organizations | 7 | $25M | 3% |
Disciplinary disclosures
Redw Wealth LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Redw Wealth LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,014 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 15 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Redw Wealth LLC manage?
Redw Wealth LLC reports $869 million in regulatory assets under management across 892 accounts, 94% of it on a discretionary basis, on its Form ADV filed July 10, 2026.
What kind of firm is Redw Wealth LLC?
Redw Wealth LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Redw Wealth LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($393 million, 23 clients); high-net-worth individuals ($319 million, 107 clients); individuals ($103 million, 263 clients).
Does Redw Wealth LLC have any disciplinary history?
Redw Wealth LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Redw Wealth LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →