Redeem Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Redeem Financial Group reports 228 clients. They include 201 individual clients and 27 high-net-worth individuals. Of its assets, 100.0% ($119M across 773 accounts) are managed with discretion. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 55% |
| High-net-worth individuals | 12% | 42% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 201 | $65M | 54.8% | $323K |
| High-net-worth individuals | 27 | $49.3M | 41.5% | $1.83M |
| Charitable organizations | Fewer than 5 | $484K | 0.4% | — |
| Corporations and other businesses | Fewer than 5 | $3.91M | 3.3% | — |
| Total | 228 | $119M | 100% | — |
- Clients
- 201
- Regulatory AUM
- $65M
- AUM share
- 54.8%
- Avg. per client
- $323K
- Clients
- 27
- Regulatory AUM
- $49.3M
- AUM share
- 41.5%
- Avg. per client
- $1.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $484K
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.91M
- AUM share
- 3.3%
- Avg. per client
- —
Total
- Clients
- 228
- Regulatory AUM
- $119M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Redeem Financial Group is paid through a percentage of assets under management, hourly charges, subscription fees and fixed fees (other than subscription fees). Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Jeremy Sharp owns 75% or more of Redeem Financial Group. The leadership team of Redeem Financial Group includes Chief Compliance Officer Houston Friend. It has 4 employees, 3 of them in advisory roles.
Leadership
- Houston FriendOwner/Chief Compliance Officer
- Jeremy SharpManaging Partner/Managing Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Redeem Financial Group LLC
Jeremy Sharp
Control person · since February 2021
- Owns 25% to 50% of Redeem Financial Group LLC
Houston Friend
Control person · since January 2024
Besides its headquarters, Redeem Financial Group has 0 offices, with 1 listed address in Arizona.
Arizona · 1 listed address
- 2162 E Williams Field RD Suite 111, GilbertHQ
Other business names
Redeem Financial Group has reported 1 other business name to the SEC.
- Redeem.wealth
Contact and registration details
- Legal name
- Redeem Financial Group LLC
- Headquarters
- 2162 E Williams Field RD Suite 111, Gilbert, AZ 85295
- Website
- redeemfinancialgroup.com
- Phone
- 480-680-7975
- @redeemwealth
- SEC file
- 801-136807
- Structure
- Arizona corporation
- Fiscal year end
- December
Redeem Financial Group uses MTG ($66.5M, 63%) and Charles Schwab ($39.4M, 37%) as custodians for its separately managed accounts. Redeem Financial Group has custody of $119M in client assets for 773 clients.
- MTGMTG, LLC · New York, NY · $66.5M63%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $39.4M37%
At year end, Redeem Financial Group’s separately managed accounts were mostly in funds (95%).
What the accounts hold
- Stocks4%
- Funds95%
- Cash1%
How many clients does Redeem Financial Group have?
Redeem Financial Group has 228 clients and manages $119 million for them, as of June 2026. They include 201 individual clients and 27 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 June 2026
What services does Redeem Financial Group offer?
Redeem Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Redeem Financial Group use?
Redeem Financial Group’s separately managed account assets are held at MTG, LLC (New York, NY), with $66.5M and Charles Schwab & Co., Inc. (Westlake, TX), with $39.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 June 2026
How many financial advisors does Redeem Financial Group have?
Redeem Financial Group has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Redeem Financial Group invest in?
At the end of its last fiscal year, Redeem Financial Group’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Redeem Financial Group?
Redeem Financial Group’s direct owners are Jeremy Sharp (75% or more) and Houston Friend (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 June 2026
How does Redeem Financial Group get paid?
Redeem Financial Group is paid through a percentage of assets under management, hourly charges, subscription fees and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Redeem Financial Group?
Redeem Financial Group’s main office is at 2162 E Williams Field RD Suite 111, Gilbert, AZ 85295. Its phone number is 480-680-7975. Its website is redeemfinancialgroup.com.