REDW Wealth Ranked in Registered Investment Advisors for 2019 by Financial Advisor
Sarah Stevens | August 23, 2019
REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce that it has received a recognition from the accounting and financial services industry. Financial Advisor lists REDW Wealth as #369 among the top firms by assets under management in their 2019 RIA Ranking.*
REDW Wealth manages over $662 million in assets for its clients, and is the only firm in New Mexico included in the $500 million to <$1 billion category.
“More and more clients are becoming interested in services outside of traditional investment management,” stated Paul Madrid, Principal and Head of REDW Wealth. “We get requests for tax planning and retirement planning, and other services such as business succession planning. Since our values start with putting our clients’ needs and interests first, it is only natural that we have designed our services to support them.”
For more than 20 years, REDW Wealth has successfully advised some of the wealthiest individuals and families in the Southwest, as well as tribal entities, foundations and corporate clients to build and protect their wealth. To learn more about REDW Wealth, visit REDWWealth.com.
Please contact Paul Madrid, 505.998.3200, to discuss any of the information in this article.