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Redw Wealth LLC CRD 109446
$869M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| AZ | RA | APPROVED | 2021-10-12 |
| NM | RA | APPROVED | 2021-09-21 |
Branch Locations
8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113 • United States
5353 N 16Th St Suite 200, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Albuquerque | NM | 08/2015 | 09/2016 |
| Redw Wealth Llc | Albuquerque | NM | 09/2021 | Present |
| First American Bank | Albuquerque | NM | 10/2016 | 06/2020 |
| Century Bank | Albuquerque | NM | 07/2020 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-14 |
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