Director of Operations

0001688931-24-000001.txt : 20240126 0001688931-24-000001.hdr.sgml : 20240126 20240125174649 ACCESSION NUMBER: 0001688931-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240126 DATE AS OF CHANGE: 20240125 EFFECTIVENESS DATE: 20240126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: REDW Wealth LLC CENTRAL INDEX KEY: 0001688931 ORGANIZATION NAME: 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: 24563427 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 12-31-2023 12-31-2023 REDW Wealth LLC

7425 JEFFERSON ST NE ALBUQUERQUE NM 87109

13F HOLDINGS REPORT 028-17601 000109446 801-57516 N Dorine Sanchez Director of Operations 5059983200 /s/ Dorine Sanchez ALBUQUERQUE NM 01-25-2024 0 184 348759712 false INFORMATION TABLE 2 redw-wealth2023q4_13f.xml 13F HOLDINGS 12.31.23 ABBOTT LABS COM 002824100 275571 2504 SH SOLE 0 0 2504 ABBOTT LABS COM 002824100 5504 50 SH DFND 0 0 50 ABBVIE INC COM 00287Y109 237105 1530 SH SOLE 0 0 1530 ABBVIE INC COM 00287Y109 11158 72 SH DFND 0 0 72 ABRDN ASIA PACIFIC INCOME FU COM 003009107 81300 30000 SH SOLE 0 0 30000 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 359683 1025 SH SOLE 0 0 1025 ALPHABET INC CAP STK CL C 02079K107 930984 6606 SH SOLE 0 0 6606 ALPHABET INC CAP STK CL A 02079K305 825708 5911 SH SOLE 0 0 5911 ALPHABET INC CAP STK CL A 02079K305 36739 263 SH DFND 0 0 263 AMAZON COM INC COM 023135106 2224858 14643 SH SOLE 0 0 14643 AMAZON COM INC COM 023135106 31908 210 SH DFND 0 0 210 AMERICAN CENTY ETF TR US EQT ETF 025072885 18639945 228571 SH SOLE 0 0 228571 AMERICAN CENTY ETF TR 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