# Redstone Wealth Management

Redstone Wealth Management is a Bank / Wealth / Trust based in Oklahoma City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** redstonewm.com
- **LinkedIn:** https://www.linkedin.com/company/redstonewm

## Regulatory record

- **CRD number:** 311525
- **SEC file number:** 801-127994
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311525

## About

Redstone Wealth Management was established in 2020 in Oklahoma City. The firm entered a local market shaped by large bank-owned advisory networks and regional trust companies. Its founding team targeted a gap: fee-only financial planning delivered to Oklahoma-based professionals and business entities. Redstone's service architecture leans on three core lines — financial planning, discretionary portfolio management, and tax planning — reflecting a multidisciplinary model. The firm specifies individuals, high-net-worth individuals, and business entities as its client segments. The firm's geographic footprint covers the Greater Oklahoma City area and the state more broadly. The firm is a boutique operation, typical of the post-2018 wave of breakaway advisors setting up independent RIAs. No adjacent vehicles, foundations, or club memberships are publicly disclosed. The organizational structure is compact, consistent with a firm that has not yet announced senior hires or external capital partners. Oklahoma's wealth management market is dominated by trust companies chartered under state law, many originating in the oil-and-gas economy. Redstone's structure as an independent RIA — free from bank-trust conflicts and proprietary product mandates — is its structural differentiator.

## Questions

### Is Redstone associated with a larger bank or trust company?

No. Redstone Wealth Management is an independent entity based in Oklahoma City. Its ethos as a fee-only RIA is structurally distinct from trust companies and bank-owned advisory units prevalent in the Oklahoma market, many of which operate with state trust charters and proprietary investment products.

### Does Redstone offer tax preparation in addition to tax planning?

Redstone publicly lists tax planning as a distinct service line. The level of integration is unclear — some fee-only RIAs provide in-house tax preparation while others coordinate with external CPAs. Redstone has not publicly clarified whether it files returns directly on behalf of clients.

## Related profiles

- [Redhawk Wealth Advisors](https://altss.com/profile/redhawk-wealth-advisors)
- [Redwood Wealth Management](https://altss.com/profile/redwood-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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