CRD: 311525
Redstone Wealth Management, LLC
$187.7M Total AUM
$187.7M Disc. AUM
-- 3Y CAGR
10 Employees
614 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-08-2021
- Office Locations
- 1
Office Locations
3404 NW 135th ST Oklahoma City OK
About Redstone Wealth Management, LLC
Redstone Wealth Management is an Oklahoma City RIA serving individuals and families with holistic wealth planning, portfolio management, and legacy & tax strategies, often coordinating with clients' CPAs for tax efficiency. Investment management commonly uses ETF and public-fund portfolios. Advisory is through the RIA; securities are offered via Peak Brokerage Services (FINRA/SIPC).
Team overview
-- AVG AGE
$46.9M AVG AUM / ADVISOR
$305.7K AVG AUM / CLIENT
5 yrs AVG TENURE
10 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ISRAEL LEE CANTRELL
Chief Compliance Officer, President
- CRD
- #5810858
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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R
Rianna Jae Ingalls
--
- CRD
- #7146486
Available
Available
Available
C
Christopher S Smedstad
Independent Financial Advisor
- CRD
- #7336986
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,700,203 | $167,291 |
| Non-Discretionary | $0 | -- |
| Total | $187,700,203 | $167,291 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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