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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 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does REDW Wealth have?","answer":"REDW Wealth has 8 investment adviser representatives registered with state securities authorities, out of 15 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 REDW Wealth invest in?","answer":"At the end of its last fiscal year, REDW Wealth’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 6% other, 3% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 6% other category is described as: US Gov/Agency Bonds, Certificates of Deposit.","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 REDW Wealth?","answer":"REDW Wealth’s direct owners are Steven Cogan, James Montoya, Christopher Tyhurst, Tom Friend, Dean Willingham, Akm Kamal, Anthony Gerlach, Jessica Bundy, Jamie Fridley, James Ortiz, Jeffrey Largay and Brian Foltyn, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does REDW Wealth get paid?","answer":"REDW Wealth is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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