0001398344-22-009186.txt : 20220510 0001398344-22-009186.hdr.sgml : 20220510 20220509183721 ACCESSION NUMBER: 0001398344-22-009186 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: REDW Wealth LLC CENTRAL INDEX KEY: 0001688931 IRS NUMBER: 850467977 STATE OF INCORPORATION: NM FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17601 FILM NUMBER: 22906638 BUSINESS ADDRESS: STREET 1: 7425 JEFFERSON ST NE CITY: ALBUQUERQUE STATE: NM ZIP: 87109 BUSINESS PHONE: 505-998-3200 MAIL ADDRESS: STREET 1: 7425 JEFFERSON ST NE CITY: ALBUQUERQUE STATE: NM ZIP: 87109 FORMER COMPANY: FORMER CONFORMED NAME: REDW Stanley Financial Advisors LLC DATE OF NAME CHANGE: 20161101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001688931 XXXXXXXX 03-31-2022 03-31-2022 false REDW Wealth LLC

7425 JEFFERSON ST NE ALBUQUERQUE NM 87109

13F HOLDINGS REPORT 028-17601 N Dorine Sanchez 505-998-3200 /s/ Dorine Sanchez Albuquerque NM 05-05-2022 0 123 336748 INFORMATION TABLE 2 fp0075842_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 435 2925 SH SOLE 0 0 2925 ABBOTT LABS COM 002824100 269 2272 SH SOLE 0 0 2272 ABBVIE INC COM 00287Y109 235 1449 SH SOLE 0 0 1449 ABERDEEN ASIA-PACIFIC INCOME COM 003009107 101 30000 SH SOLE 0 0 30000 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 312 924 SH SOLE 0 0 924 ALPHABET INC CAP STK CL C 02079K107 567 203 SH SOLE 0 0 203 ALPHABET INC CAP STK CL A 02079K305 395 142 SH SOLE 0 0 142 AMAZON COM INC COM 023135106 1770 543 SH SOLE 0 0 543 AMERICAN EXPRESS CO COM 025816109 470 2513 SH SOLE 0 0 2513 AMERICAN TOWER CORP NEW COM 03027X100 599 2386 SH SOLE 0 0 2386 APPLE INC COM 037833100 9912 56764 SH SOLE 0 0 56764 ARK ETF TR INNOVATION ETF 00214Q104 1092 16470 SH SOLE 0 0 16470 AVIS BUDGET GROUP COM 053774105 237 900 SH SOLE 0 0 900 BANK MONTREAL QUE COM 063671101 262 2220 SH SOLE 0 0 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