R
$6.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
10 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
-- Windermere FL
About RED Griffin Wealth Management LLC
Red Griffin Wealth Management is a Windermere, FL investment adviser providing investment research, tax strategies, and retirement planning. Portfolios emphasize ETFs and may use derivatives—including forex, futures, and options—for added diversification. Serves retail and institutional clients and custodies through Fidelity/NFS and Interactive Brokers.
Team overview
-- AVG AGE
$6.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RUI XIE
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, CLO, FOUNDER
- CRD
- #6531625
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,369,104 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $6,369,104 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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