Redeem Wealth Management: new SEC registration, $119M AUM, Gilbert, AZ
Redeem Wealth Management (Gilbert, Arizona): new SEC registration, $119M AUM, Gilbert, AZ. Its amount of 119 is below the median of 134 (38th percentile). Dated 106 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 119 · 38th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 25 related AZ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Redeem Wealth Management |
| Legal name | Redeem Financial Group LLC |
| CRD | 313761 |
| Status | Approved |
| Registered with the SEC | 2026-07-22 |
| Latest Form ADV filing | 2026-06-25 |
| Location | Gilbert, AZ, United States |
| Regulatory AUM | $118,646,328 |
| Accounts | 773 |
| Employees | 4 |
| Website | https://www.facebook.com/redeemwealth/ |
| amount percentile | 38th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (26 AZ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Redeem Wealth Management
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of AZ records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Redeem Wealth Management + all 26 AZ records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-22
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (AZ first): Asset Growth Solutions, LLC · Numerixs Investment Technologies INC · 345 Investment Advisory, LLC · Family Office Investment Advisory LLC · Arcwood Financial, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Redeem Wealth Management and 26 Arizona peers
- Arizona NewRiaPulse records like this one: 26
- Redeem Wealth Management's amount: 38th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Arizona peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $119M under management.
- Website on file.
What is the NewRiaPulse record for Redeem Wealth Management in Gilbert, Arizona?
Redeem Wealth Management received SEC registration as an investment adviser (2026-07-22) with $118,646,328 in regulatory assets under management, based in Gilbert, AZ.
How does Redeem Wealth Management compare to other Arizona NewRiaPulse records?
Its amount of 119 is below the median (38th percentile); smaller records often move faster and face less competition. It is 106 days old; check the official source for later updates before acting.
Redeem Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Redeem Wealth Management | Gilbert, AZ | 119 | 38th | 2026-07-22 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Arizona NewRiaPulse: Approved
Cross-dataset signals in Arizona
More Arizona public-record feeds
Newly Funded Companies Likely to Hire in Arizona New Grants by Vendor Procurement Need in Arizona Group Practices & Clinics from the NPI Registry in Arizona New MSHA Citations at Mines & Quarries by State in Arizona New FDA PMA Device, NDA, Generic (ANDA), BLA & Drug Supplement Approvals by Sponsor in Arizona Bank Branch Openings, Closings & Mergers by State in Arizona Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Arizona New, Terminating & Large 401(k) Plans from Form 5500 Filings in Arizona
How to monitor Redeem Wealth Management and peer approved records
Get new NewRiaPulse records like Redeem Wealth Management by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.