REDW Wealth Management
Company Management

REDW Wealth Management

Investment Management Ne, United States 10 employees
Employees
10
Contacts
3
Emails
3
Phones
1

REDW Wealth Management Overview

Headquarters
Ne, United States
Phone Number
Available in AeroLeads
Website
redwwealth.com
Industry
Investment Management
Employees
10
Founded
1997
Funding
,
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About REDW Wealth Management

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.

REDW Wealth Management Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
1
33.3% coverage

REDW Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Scott Birmingham Cfp®, Cdfa®, Chfc®, Clu®, Cap®
Email Phone
Roman Sandoval Cfp®️, Aif®️ Wealth Management Associate at Redw
Email
Erin L. Dunagan Hiner, Mba, Cpa Wealth Strategies - Project Management
Email

Employees by Management Level

Individual contributor 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1

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