Peyton Welby Klawinski

Employer firm

Red Door Wealth Management, LLC CRD 153235

$3.09B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FAMILY OFFICE AND WEALTH PLANNING SERVICES, ADVISORY CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 05/2017
  Unversity Of North Carolina
  Chapel Hill, NC
• 06/2017 → 08/2021
  Stephens Inc.
  Charlotte, NC
• 10/2021 → Present
  Red Door Wealth Management, Llc
  Memphis, TN

Previous Registrations

• 2018-01-08 → 2021-08-03
  Stephens
  Little Rock, AR
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2017-12-21

Designations

• Certified Financial Planner