# REDW Wealth

REDW Wealth is a Bank / Wealth / Trust based in Albuquerque, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Albuquerque, United States
- **Region:** North America
- **Address:** 8801 Horizon Blvd NE, Suite 401, Albuquerque, NM 87113, United States
- **Founded:** 1953
- **Assets under management:** Undisclosed
- **Website:** www.redw.com
- **LinkedIn:** https://www.linkedin.com/company/redw-wealth-llc

## Regulatory record

- **CRD number:** 109446
- **SEC file number:** 801-57516
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109446

## About

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.

## Sectors

- Real Estate
- Private Client Services
- Tribal Government Services
- Cybersecurity
- Business Valuation
- Forensic & Investigative Services

## Offices

- Phoenix, AZ, United States
- Oklahoma City, OK, United States
- Salem, OR, United States
- Las Vegas, NV, United States

## People

- Steve Cogan — Managing Principal
- James R. Karberg — Principal and Practice Leader, Wealth Management

## 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.

### 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.

## Related profiles

- [Redwood Ventures](https://altss.com/profile/redwood-ventures)
- [Reed Financial Services](https://altss.com/profile/reed-financial-services)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/redw-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology