Redw Wealth LLC

Overview

Redw Wealth LLC is an SEC registered investment adviser based in Albuquerque, NM, registered since 2000. It reports $869M in assets under management across 892 accounts, with 15 employees. It has 8 investment adviser representatives.

Reported AUM

$869M

Discretionary

94%

Accounts

892

Average account

$974K

Employees

15

Advisory reps

8

Registered since

2000

Jurisdictions

16

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 15

• Akm Mustafa Kamal Principal CRD 6929636
• Anthony Richard Gerlach Principal CRD 7355953
• Brian Foltyn Principal CRD 7888990

12 more executive officers, with direct contact details

Advisory reps 3 of 8

• Scott Andrew Birmingham Investment Adviser Rep CRD 3272484
• Lucas Clark Investment Adviser Rep CRD 7345395
• Bryan Robert Giron Investment Adviser Rep CRD 5958193

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8801 Horizon Blvd NE Ste 401
Albuquerque, NM 87113

County

Bernalillo

Metro area

Albuquerque, NM

Region

West

Registrations

• SEC registered
• Registered in 16 jurisdictions

Every state, with registration dates

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