REDW Wealth LLC

Business address
8801 Horizon Blvd. Ne, Suite 401, Albuquerque, NM, 87113
Top securities (13F)
VTI, JQUA, VEA, AVUS, IVV, JPST, BSV, DUHP, AGG, EMXC, VWO, AVDE, VNQ, IEFA, AVEM, RSP, VCIT, VGIT, AAPL, and IWM
State of incorporation
NM
Fiscal year end
31 December
Former names
REDW Stanley Financial Advisors LLC (to 08 Feb 2019)
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REDW Wealth LLC has filed 38 SEC EDGAR filings since 25 Jan 2017

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 31 Oct 2025 30 Sep 2025 028-17601
N-PX Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-17601
13F-HR Open Document Open Filing 04 Aug 2025 30 Jun 2025 028-17601
13F-HR Open Document Open Filing 29 Apr 2025 31 Mar 2025 028-17601
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-17601
13F-HR Open Document Open Filing 29 Oct 2024 30 Sep 2024 028-17601
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-17601
N-PX Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-17601
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-17601
13F-HR Open Document Open Filing 26 Jan 2024 31 Dec 2023 028-17601
13F-HR Open Document Open Filing 30 Oct 2023 30 Sep 2023 028-17601
13F-HR Open Document Open Filing 04 Aug 2023 30 Jun 2023 028-17601
13F-HR Open Document Open Filing 10 May 2023 31 Mar 2023 028-17601
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-17601
13F-HR Open Document Open Filing 31 Oct 2022 30 Sep 2022 028-17601
13F-HR Open Document Open Filing 29 Jul 2022 30 Jun 2022 028-17601
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-17601
13F-HR Open Document Open Filing 07 Feb 2022 31 Dec 2021 028-17601
13F-HR Open Document Open Filing 03 Nov 2021 30 Sep 2021 028-17601
13F-HR Open Document Open Filing 30 Jul 2021 30 Jun 2021 028-17601
13F-HR Open Document Open Filing 04 May 2021 31 Mar 2021 028-17601
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-17601
13F-HR Open Document Open Filing 29 Oct 2020 30 Sep 2020 028-17601
13F-HR Open Document Open Filing 05 Aug 2020 30 Jun 2020 028-17601
13F-HR Open Document Open Filing 01 May 2020 31 Mar 2020 028-17601
13F-HR Open Document Open Filing 05 Feb 2020 31 Dec 2019 028-17601
13F-HR Open Document Open Filing 08 Nov 2019 30 Sep 2019 028-17601
13F-HR Open Document Open Filing 09 Aug 2019 30 Jun 2019 028-17601
13F-HR Open Document Open Filing 06 May 2019 31 Mar 2019 028-17601
13F-HR Open Document Open Filing 08 Feb 2019 31 Dec 2018 028-17601
13F-HR Open Document Open Filing 25 Oct 2018 30 Sep 2018 028-17601
13F-HR Open Document Open Filing 03 Aug 2018 30 Jun 2018 028-17601
13F-HR Open Document Open Filing 04 May 2018 31 Mar 2018 028-17601
13F-HR Open Document Open Filing 05 Feb 2018 31 Dec 2017 028-17601
13F-HR Open Document Open Filing 24 Oct 2017 30 Sep 2017 028-17601
13F-HR Open Document Open Filing 31 Jul 2017 30 Jun 2017 028-17601
13F-HR Open Document Open Filing 24 Apr 2017 31 Mar 2017 028-17601
13F-HR Open Document Open Filing 25 Jan 2017 31 Dec 2016 028-17601