Insights

Growing Market Presence REDW Wealth Management has expanded its physical footprint with a new office opening in Las Vegas, Nevada, indicating a strategic effort to enhance regional client service and capture market opportunities in Nevada and Southern California.

Engaged Industry Participation The company's active participation in industry events such as the Northwest Indian Gaming Conference and the Tribal Leadership Conference suggests a focus on building relationships within specialized sectors like gaming and tribal communities, opening avenues for tailored financial advisory services.

Recognition and Credibility Receiving awards such as the Inspiring Change Award highlights REDW’s reputation for leadership and community impact, which can appeal to clients seeking socially responsible and community-oriented wealth management partners.

Technological Sophistication Utilizing a range of advanced tech tools including Envestnet, ServiceNow, and Expensify positions REDW as a tech-enabled firm, offering opportunities to target clients looking for innovative investment advisory solutions backed by modern technology.

Niche Outreach Opportunities Active involvement in healthcare, tribal, and gaming sectors provides potential sales avenues for specialized financial planning services aligned with the unique needs of these industries and community leaders.

REDW Wealth Management Tech Stack

REDW Wealth Management uses 8 technology products and services including Envestnet, Google Ads, Moat, and more. Explore REDW Wealth Management's tech stack below.

  • Envestnet
    Accounting And Finance
  • Google Ads
    Advertising
  • Moat
    Analytics
  • CCPA
    Certificates
  • Apple iCloud Mail
    Email
  • ServiceNow
    Miscellaneous
  • Expensify
    Travel And Expense Management
  • Gravity Forms
    Web Platform Extensions

Media & News

REDW Wealth Management's Email Address Formats

REDW Wealth Management uses at least 1 format(s):
REDW Wealth Management Email FormatsExamplePercentage
FLast@redw.comJDoe@redw.com
68%
First.Last@redw.comJohn.Doe@redw.com
30%
FirstLast@redw.comJohnDoe@redw.com
1%
First.Middle@redw.comJohn.Michael@redw.com
1%

Frequently Asked Questions

Where is REDW Wealth Management's headquarters located?

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REDW Wealth Management's main headquarters is located at 7425 Jefferson Street Northeast Albuquerque Northeast Albuquerque, New Mexico 87109 United States. The company has employees across 1 continents, including North America.

What is REDW Wealth Management's official website and social media links?

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REDW Wealth Management's official website is redw.com and has social profiles on LinkedIn.

What is REDW Wealth Management's NAICS code?

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REDW Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does REDW Wealth Management have currently?

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As of May 2026, REDW Wealth Management has approximately 9 employees across 1 continents, including North America. Key team members include Human Resources Director: L. W.Sr. Wealth Manager: R. S. C.Financial Planning Manager: S. B.. Explore REDW Wealth Management's employee directory with LeadIQ.

What industry does REDW Wealth Management belong to?

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REDW Wealth Management operates in the Investment Management industry.

What technology does REDW Wealth Management use?

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REDW Wealth Management's tech stack includes EnvestnetGoogle AdsMoatCCPAApple iCloud MailServiceNowExpensifyGravity Forms.

What is REDW Wealth Management's email format?

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REDW Wealth Management's email format typically follows the pattern of FLast@redw.com. Find more REDW Wealth Management email formats with LeadIQ.

When was REDW Wealth Management founded?

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REDW Wealth Management was founded in 1997.

REDW Wealth Management

Investment ManagementNew Mexico, United States2-10 Employees

REDW Wealth LLC is an SEC registered investment advisory firm, started in 1997.

We assist clients in wealth and asset management, investment advice and other financial planning and estate planning needs.  We are “fee only advisors” which means we only receive fees directly from our clients for our investment advice, and do not receive commissions or any other compensation for investment products.

Our investment process combines asset allocation and sector analysis to build properly diversified portfolios, each designed to meet the specific financial goals and needs of our clients.

Section iconCompany Overview

Headquarters
7425 Jefferson Street Northeast Albuquerque Northeast Albuquerque, New Mexico 87109 United States
Website
redw.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1997
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    REDW Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    REDW Wealth Management's revenue is estimated to be in the range of $10M$25M

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