Director of Operations

0001688931-23-000005.txt : 20231030 0001688931-23-000005.hdr.sgml : 20231030 20231030155541 ACCESSION NUMBER: 0001688931-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 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: 231360086 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 X0202 13F-HR LIVE false true false 0001688931 XXXXXXXX 09-30-2023 09-30-2023 REDW Wealth LLC

7425 JEFFERSON ST NE ALBUQUERQUE NM 87109

13F HOLDINGS REPORT 028-17601 000109446 801-57516 N Dorine Sanchez Director of Operations 505-998-3200 /s/ Dorine Sanchez Albuquerque NM 10-30-2023 0 176 324469331 false INFORMATION TABLE 2 redw-wealth2023q3_13f.xml REDW WEALTH 13F_Q3-2023 ABBOTT LABS COM 002824100 242671 2506 SH SOLE 0 0 2506 ABBOTT LABS COM 002824100 4843 50 SH DFND 0 0 50 ABBVIE INC COM 00287Y109 207492 1392 SH SOLE 0 0 1392 ABBVIE INC COM 00287Y109 10733 72 SH DFND 0 0 72 ABRDN ASIA PACIFIC INCOME FU COM 003009107 73500 30000 SH SOLE 0 0 30000 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 295160 961 SH SOLE 0 0 961 ALPHABET INC CAP STK CL C 02079K107 871002 6606 SH SOLE 0 0 6606 ALPHABET INC CAP STK CL A 02079K305 799686 6111 SH SOLE 0 0 6111 ALPHABET INC CAP STK CL A 02079K305 34417 263 SH DFND 0 0 263 AMAZON COM INC COM 023135106 2053624 16155 SH SOLE 0 0 16155 AMAZON COM INC COM 023135106 16399 129 SH DFND 0 0 129 AMERICAN CENTY ETF TR US EQT ETF 025072885 14006321 191186 SH SOLE 0 0 191186 AMERICAN CENTY ETF TR 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