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REDW Wealth
REDW Wealth is an SEC-registered investment adviser in Albuquerque, NM, registered since 2000. The firm manages $869 million in assets, with $821 million on a...
REDW Wealth
REDW Wealth is an SEC-registered investment adviser in Albuquerque, NM, registered since 2000. The firm manages $869 million in assets, with $821 million on a discretionary basis. It has 15 employees and 9 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1953
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Albuquerque
Corporate office
8801 Horizon Blvd NE, Suite 401, Albuquerque, NM 87113, United States
Additional offices
Phoenix, AZ, United States · Oklahoma City, OK, United States · Salem, OR, United States · Las Vegas, NV, United States
Principals
Steve Cogan
Managing Principal
James R. Karberg
Principal and Practice Leader, Wealth Management
Sector focus
Frequently asked questions
How is REDW Wealth structured — is it a standalone firm or part of a larger accounting practice?
REDW Wealth operates as the wealth management division of REDW LLC, a multidisciplinary CPA and advisory firm founded in 1953. The practice runs on a fee-only fiduciary standard and sits alongside audit, tax, tribal consulting, cybersecurity, and HR advisory groups within the same LLC. Managing Principal Steve Cogan oversees the entire firm, while James Karberg leads the wealth management practice.
Who runs investment decisions at REDW Wealth?
James R. Karberg, Principal and Practice Leader of Wealth Management, heads the wealth team. He is a CFP® professional based in Albuquerque. The firm's website does not list a separate chief investment officer or investment committee, consistent with its emphasis on holistic financial planning and fiduciary advice rather than discretionary portfolio management.
What is REDW's relationship with Tribal Nations, and how does it intersect with wealth management?
REDW runs a National Tribal Practice under Wes Benally that provides audit, tax, and gaming-operations consulting to Native American governments. While the wealth management practice is distinct, the firm's deep tribal relationships create a pipeline for advising tribal enterprises and individual beneficiaries on retirement plans, estate strategies, and compensation structures — a client base few other Southwest CPA-wealth hybrids serve at this scale.
Does REDW Wealth serve institutional clients, or is it limited to individuals?
REDW's wealth practice primarily targets individuals and private clients, including those connected to mid-market companies and Tribal Nations. The broader firm serves institutions through employer-sponsored retirement plan services and its employer plan scorecard assessment. There is no public indication that REDW Wealth manages institutional separate accounts or pooled vehicles.
Where does REDW's underlying client capital come from?
REDW does not disclose a single wealth origin. Its client base appears concentrated among Southwest business owners, professionals, and tribal-government stakeholders who are already served by the firm's accounting and advisory practices. The firm's 70-year history and five-state office footprint suggest wealth accumulation rooted in regional real estate, professional services, and tribal economic development rather than a single liquidity event.
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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