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both are negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057547","versionId":1057547,"submittedOn":"2026-09-10","documentName":"REDSTONE WEALTH MANAGEMENT, LLC FORM ADV PART 2 DISCLOSURE BROCHURE"},{"role":"other","program":"Self-Directed Brokerage Account Fees","summary":"Plan participants pay a percentage of assets held in their PCRA account, not to exceed 1.9%; negotiable, billed quarterly or monthly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057547","versionId":1057547,"submittedOn":"2026-09-10","documentName":"REDSTONE WEALTH MANAGEMENT, LLC FORM ADV PART 2 DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:47:18.395903+00:00","documents":[{"name":"REDSTONE WEALTH MANAGEMENT, LLC FORM ADV PART 2 DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057547","versionId":1057547,"submittedOn":"2026-09-10"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057548","versionId":1057548,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":187700203}],"custodyNote":"Redstone Wealth Management has custody of $176 in client assets for 36,631,251 clients.","otherCustodians":[],"leadership":[{"name":"Israel Cantrell","title":"Chief Compliance Officer","crd":"5810858"}],"ownership":[{"label":"Cantrell Group, Inc.","detail":"Member in the 75% or more ownership band and a control person, since July 2017."},{"label":"Israel Cantrell","detail":"Indirect owner: a president of Cantrell Group, Inc. in the 50% to 75% band and a control person, since January 2014.","parent":"Cantrell Group, Inc."},{"label":"Melodie Cantrell","detail":"Indirect owner: a secretary/treasurer of Cantrell Group, Inc. in the 50% to 75% band and a control person, since January 2014.","parent":"Cantrell Group, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oklahoma","offices":1,"addresses":[{"street":"3404 NW 135th St","city":"Oklahoma City","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"405-844-9933","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":60},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":32},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"10 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/311525/PDF/311525.pdf","brochureDate":"10 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057547","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Redstone Wealth Management have?","answer":"Redstone Wealth Management has 602 clients and manages $188 million for them, as of September 2026. They include 550 individual clients, 40 high-net-worth individuals, and 12 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Redstone Wealth Management offer?","answer":"Redstone Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Redstone Wealth Management use?","answer":"Redstone Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $188M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Redstone Wealth Management have?","answer":"Redstone Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Redstone Wealth Management invest in?","answer":"At the end of its last fiscal year, Redstone Wealth Management’s separately managed accounts held 60% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 2% high-yield corporate bonds, 1% state and local bonds 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Redstone Wealth Management?","answer":"Redstone Wealth Management is owned through a holding company by Israel and Melodie Cantrell. Its direct owner is Cantrell Group, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Redstone Wealth Management get paid?","answer":"Redstone Wealth Management is paid through a percentage of assets under management, fixed fees and other compensation. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Redstone Wealth Management?","answer":"Redstone Wealth Management’s main office is at 3404 NW 135th St, Oklahoma City, OK 73120-4009. Its phone number is 405-844-9933. Its website is redstonewm.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/redstone-wealth-management-311525/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-15","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2049950/000204995026000003/0002049950-26-000003-index.html","totalValue":153229086,"positionCount":31,"top10Share":0.8432925717510317,"top10":[{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":26497684,"shares":41353,"shareType":"SH","priorValue":17831529,"priorShares":54255},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":23172868,"shares":193882,"shareType":"SH","priorValue":19430430,"priorShares":27848},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"KBW PPTY 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}