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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 |
|---|---|---|---|
| NM | RA | APPROVED | 2025-03-27 |
| OR | RA | APPROVED | 2025-03-26 |
| AZ | RA | APPROVED | 2024-10-28 |
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
5353 N 16Th Street Suite 200, Phoenix, AZ 85016 • United States
8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113 • United States
475 Cottage Street Ne Suite 200, Salem, OR 97301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Cave Creek | AZ | 01/2016 | 01/2018 |
| 1St Global Capital, Corp | Phoenix | AZ | 01/2018 | 09/2024 |
| 1St Global Advisors, Inc | Phoenix | AZ | 01/2018 | 10/2019 |
| Hatcher Financial Group, Llc | Phoenix | AZ | 01/2018 | 09/2024 |
| Avantax Insurance Services, Inc. | Phoenix | AZ | 01/2018 | 09/2024 |
| Avantax Advisory Services | Phoenix | AZ | 10/2019 | 09/2024 |
| Avantax Investment Services, Inc. | Phoenix | AZ | 10/2019 | 09/2024 |
| Redw Wealth, Llc | Phoenix | AZ | 09/2024 | Present |
1) FIXED INDEX ANNUITY SALES AND SERVICE POSITION: Agent NATURE: Sale and service of Fixed Index Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 4647 N 32nd St, Ste 280, Phoenix AZ 85018, DESCRIPTION: Recommendations of Fixed Index Annuities to clients. Service existing Fixed Index Annuities with clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-27 |
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