Redesign Wealth Planning

Redesign Wealth Planning is a private family office with no public AUM, principals, or investment record on file.

Redesign Wealth Planning

REDESIGN WEALTH PLANNING is an SEC-registered investment adviser in ROBERTSDALE, AL. The firm manages $894,285 in regulatory assets. It has 1 employee and 1 investment adviser.

linkedin.com/company/juliedjenkins

General information

Firm type

Single Family Office

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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Who runs investment decisions at Redesign Wealth Planning?

No named principals are publicly associated with Redesign Wealth Planning. The firm has not disclosed a CEO, CIO, or managing director through any official channel, filing, or media appearance.

Is Redesign Wealth Planning a single family office or a multi-family office?

The firm is classified as a single family office based on its naming convention and the absence of any multi-family marketing or client-facing infrastructure, though this has not been publicly confirmed by the entity itself.

Does Redesign Wealth Planning make direct investments or fund commitments?

There is no public record of direct investments, fund commitments, or co-investments made by Redesign Wealth Planning. Its investment approach is not observable from outside the family.

Where does the underlying wealth come from?

The source of wealth has not been disclosed. No public connection exists between the Redesign Wealth Planning name and a specific operating business, liquidity event, or family legacy.

Does Redesign Wealth Planning maintain any philanthropic structures?

No philanthropic foundation, donor-advised fund, or charitable vehicle is publicly linked to Redesign Wealth Planning.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.