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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-25-2010
- Office Locations
- 1
Office Locations
About RED Door Wealth Management, LLC
Red Door Wealth Management is a Memphis-based RIA providing personalized financial planning and portfolio management for families and business owners. The team supports retirement planning and 401(k) plans as a fiduciary partner, and offers strategic advisory and family-office help for post–business-sale transitions. Portfolios commonly use ETFs and mutual funds alongside alternative and fixed-income exposures, with custody at Schwab.
Reported data analysis
What the numbers show
Between October 27, 2025 and July 31, 2026, reported AUM increased 22.4%, from $2.5B to $3.1B.
Across 5 reported observations, AUM increased 159.7% between September 15, 2022 and July 31, 2026, from $1.2B to $3.1B.
Of the latest reported AUM, 68.4% is discretionary and 31.6% is non-discretionary.
The firm reports 10 advisory representatives and 955 clients, or 95.5 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
WILLIAM DANIEL ALLEN
Wealth Advisor
- CRD
- #6236635
- Ownership
- 10% but less than 25%
Allen Bobango
Managing Director, Red Door Strategic Advisory
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 10 owners & executives
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Connor Mykleby
Wealth Advisor and Compliance Associate
- CRD
- #8178045
JONATHAN DAVID STAMBAUGH
Wealth Advisor
- CRD
- #5843615
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,110,643,189 | $611,072 |
| Non-Discretionary | $975,053,000 | $958,754 |
| Total | $3,085,696,189 | $690,158 |
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Separately Managed Accounts
SMA allocation detail is available
RED Door Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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RED Door Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.