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REDEEM WEALTH MANAGEMENT
REDEEM WEALTH MANAGEMENT is an SEC-registered investment adviser in GILBERT, AZ. The firm manages $102 million in regulatory assets. It has 4 employees and 3...
REDEEM WEALTH MANAGEMENT
REDEEM WEALTH MANAGEMENT is an SEC-registered investment adviser in GILBERT, AZ. The firm manages $102 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is REDEEM WEALTH MANAGEMENT registered with the UK Financial Conduct Authority?
Altss research did not confirm an active FCA registration under the exact name 'REDEEM WEALTH MANAGEMENT' in public records. Several UK-registered firms use 'Redeem' in their trading names, often linked to individual independent financial advisers. Without a disclosed firm reference number (FRN) or principal, pinpointing the correct regulatory status is not possible. Institutional due diligence should verify registration directly against the FCA register using the firm's legal entity name.
Does REDEEM WEALTH MANAGEMENT manage discretionary assets or only provide advisory services?
The firm's public record does not clarify whether it holds discretionary management permissions or operates solely as an adviser. Small UK wealth management firms frequently begin as appointed representatives of larger networks, where the network retains oversight of assets and compliance. Until REDEEM WEALTH MANAGEMENT discloses its permissions and operating model, Altss cannot distinguish between an advisory-only practice and a discretionary manager.
Who founded REDEEM WEALTH MANAGEMENT and what is their professional background?
No founder or principal names are publicly associated with REDEEM WEALTH MANAGEMENT in currently available records. UK wealth management boutiques are often founded by former private bankers or financial advisers who transition to independent practice, but no such biography or firm history has been published. This lack of named leadership is a gap that any institutional or peer-family-office inquiry would need to resolve directly.
What is REDEEM WEALTH MANAGEMENT's known investment philosophy?
Altss cannot attribute a specific investment philosophy to the firm. The name 'Redeem' may signal a values-based or faith-consistent investing approach, which some UK advisory firms adopt, but this is speculative without primary confirmation. The firm has not published a formal investment policy statement, asset allocation models, or manager-selection criteria.
Has REDEEM WEALTH MANAGEMENT been involved in any M&A or reported transactions?
No mergers, acquisitions, or portfolio transactions linked to REDEEM WEALTH MANAGEMENT appear in the public domain. Small UK advisory businesses occasionally sell client books to consolidators, but no such event is recorded for this firm through regulatory announcements or industry press.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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