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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-1999
- Office Locations
- 4
Office Locations
About Redw Wealth LLC
REDW Wealth LLC, part of REDW Advisors & CPAs, provides wealth management and integrated advisory support for individuals and business owners, combining financial planning (retirement, estate and investment planning) with strategic tax and risk management. Investment work includes active management and asset allocation across public funds, ETFs, and fixed income. Differentiator: in-house software and cybersecurity expertise, including a Cybersecurity Scorecard and finance policies assessment.
Reported data analysis
What the numbers show
Between October 21, 2025 and July 10, 2026, reported AUM decreased 1.3%, from $880.9M to $869.2M.
Across 5 reported observations, AUM decreased 9.0% between July 29, 2022 and July 10, 2026, from $955.1M to $869.2M.
Of the latest reported AUM, 94.4% is discretionary and 5.6% is non-discretionary.
The firm reports 9 advisory representatives and 403 clients, or 44.8 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 4 reported office locations and 26 years in operation. The source data was last updated on July 10, 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
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Redw Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN ROBERT COGAN
MANAGING PRINCIPAL, Principal
- CRD
- --
- Ownership
- 10% but less than 25%
JESSICA LYNN BUNDY
Principal
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 15 owners & executives
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Scott Andrew Birmingham
Wealth Advisor
- CRD
- #3272484
Lucas Clark
--
- CRD
- #7345395
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $820,549,259 | $920,931 |
| Non-Discretionary | $48,644,745 | $48,644,745 |
| Total | $869,194,004 | $974,433 |
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Separately Managed Accounts
SMA allocation detail is available
Redw Wealth 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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Redw Wealth LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.