REDW Wealth 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.
REDW Wealth 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.â€
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.
*Financial Advisor’s Registered Investment Advisor (FA’s RIA) survey is a ranking based on assets under management at year-end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. Not all RIA firms applied, and not all who applied met FA’s criteria. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $300 million in assets under management as of December 31, 2018 to be included in the print edition of Financial Advisor magazine’s RIA survey. Firm will under $300 million will be included the FA’s expanded online RIA survey.
This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. It does not represent a client endorsement. Neither the RIA firms nor their employees pay a fee to Financial Advisor in exchange for inclusion in the 2019 RIA Ranking, nor was membership in any organization required.
