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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-12-2021
- Office Locations
- 1
Office Locations
About Redeem Wealth Management
Redeem Wealth Management (now Redeem Financial Group) is an Arizona-based retail RIA serving entrepreneurs with financial planning alongside tax and estate planning and insurance. The firm builds and manages portfolios with a heavy ETF emphasis, also using mutual funds for allocation and risk management. Operates on platforms including Altruist and Betterment and supports held-away retirement assets via Pontera.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEREMY EDWARD SHARP
Financial Planner, Managing Member, Managing Partner, Owner
- CRD
- #5814705
- Ownership
- 75% or more
HOUSTON JAMES FRIEND
Chief Compliance Officer, Owner, Tax Partner
- CRD
- #6560237
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Lynnae Elizabeth Brown
--
- CRD
- #7712470
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,646,328 | -- |
| Non-Discretionary | $0 | -- |
| Total | $118,646,328 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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